Dheeraj Kapur
South Asian Securities•Lucknow,UP
Shop No 8 Kalyangiri Mandir Complex Hardoi Road Thakurganj,
Lucknow, UP, 226003
Shop No 8 Kalyangiri Mandir Complex Hardoi Road Thakurganj, Lucknow, UP, 226003
About
Practice at a glance
14
Years of Experience
250
Families Served
₹42
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹25,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Citizens / Retirees, Salaried Executives, Professionals (CAs, Lawyers)
Language Spoken:Hindi, English
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
55323
IRDAI Licensed Insurance Agent (General)
201428121187
APMI Registered PMS Distributor
APRN00245
SIF Distributor (AMFI)
55323
Education
Formal Education
BCom – Bachelor of Commerce, Post Graduate Degree (Any Field), Post Graduate Degree (Any Field)
Industry Education
NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination, NISM XIII: Common Derivatives Certification, NISM XXI-A – Portfolio Management Services Distributors, IRDAI IC 38 – Life Insurance Agent Examination, NISM XIII: Common Derivatives Certification, NISM XXI-A – Portfolio Management Services Distributors
Can help you to
Save Taxes
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Dheeraj Kapur.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check