Dinesh Sahgal | Diversified Financials

About

Successful experience in Financial Planning, Insurance, and Financial Products. Result-oriented, proactive, optimistic, flexible, and experienced in financial services and products.

Practice at a glance

22

Years of Experience

241

Families Served

₹50

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹50,000 & more

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, Business & SME Owners, HNI Families, Salaried Executives

Language Spoken:Hindi, Telugu

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-82377

IRDAI Licensed Insurance Agent (General)

590196

IRDAI Licensed Insurance Agent (Life)

00018594

APMI Registered PMS Distributor

APRN07087

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

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Dinesh Sahgal.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review