Mathura Enclave, Near Adarsh Nagar, Dewal Road, Jorhat, 785001
About
With 15 years of experience in the finance industry, specializing in the insurance sector, I am a SEBI-registered Mutual Fund Distributor (MFD) dedicated to helping families achieve their financial goals. My approach is rooted in a deep understanding of the unique financial needs of families, enabling me to provide tailored investment strategies and comprehensive wealth management solutions. As a family-run business, I prioritize building long-term relationships based on trust and a genuine commitment to my clients' financial well-being.
Practice at a glance
15
Years of Experience
100
Families Served
₹15
Crores Managed
Practice Details
Min Monthly Investment:₹1,000
Min Lumpsum Investment:₹10,000
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Women Investors, Senior Citizens / Retirees, Salaried Executives
Language Spoken:Hindi
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Can help you buy / invest in
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
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