Master in Business Administration accompanied by more than 22 years of enriched experience in Managing Business Development entailing Sales & Marketing, Client Relationship Management, Servicing, and Team Management, I have gained the expertise in handling HNI (High Net Worth) and NRI Client Portfolios.
Throughout my journey as a Wealth Manager, I have gathered an immense industry experience by working with financial institutions such as ICICI, HDFC, Aditya Birla Group, Kotak, and Citibank.
At Get2ndIncome, our mission is to solve the most pressing financial issues of our clients and offer them the righteous financial Solution or services. We stand beside our clients to take deliberate actions to fulfill their financial goals.
Practice at a glance
22
Years of Experience
600
Families Served
₹76
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BBA – Bachelor of Business Administration
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Complimentary Services
Get any of the free services to experience working with Dharmendra Chothani.