Dibyendu Majumdar

SDM FINANCIAL SERVICES•Kolkata,WB

190, R M ROAD, SAHAPUR SUHRID SANGHA,

Kolkata, WB, 700038

190, R M ROAD, SAHAPUR SUHRID SANGHA, Kolkata, WB, 700038

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About

ASSOCIATION OF MUTUAL FUNDS OF INDIA REGISTERED MUTUAL FUND DISTRIBUTOR ARN: 67590, CFPCM Certified from FPSB INDIA. QPFP Certified from Network FP Mumbai. LUTCF Certified from IAIFM USA. NISM Certified, PFRDA, Network FP Pro Member, Volatility Coach. Financial Life Planning Learn from GEORGE KINDER, Boston, USA. Serving Insurance for Life, Health, and General from leading Insurance Companies.

Practice at a glance

Years of Experience

Families Served

₹60

Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more

Min Lumpsum Investment:₹2,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Senior Citizens / Retirees, HNI Families, Doctors, Salaried Executives

Language Spoken:Hindi, English

Qualification Completed

CFP – Certified Financial Planner

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-67590

IRDAI Licensed Insurance Agent (Life)

ICICI 00047140

PFRDA Registered Retirement Adviser

2300029492

Education

Formal Education

BSc – Bachelor of Science

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM XVII: Retirement Advisor Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Save Taxes

Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

NPS & Govt Schemes

Loan Against Securities

PMS

SIF

AIF

Complimentary Services

Get any of the free services to experience working with Dibyendu Majumdar.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Retirement Readiness Check