Durgesh Dubey
Leadwise FINSERV Pvt Ltd•Kanpur Nagar,UP
H. No.2, Plot No.369, Sales tax office Road, Lakhanpur, Kanpur-208024 (U.P.),
Kanpur Nagar, UP, 208024
H. No.2, Plot No.369, Sales tax office Road, Lakhanpur, Kanpur-208024 (U.P.), Kanpur Nagar, UP, 208024
Practice at a glance
12
Years of Experience
225
Families Served
₹35
Crores Managed
Practice Details
Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹50,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, NRI / OCI, Business & SME Owners, HNI Families, Doctors, Professionals (CAs, Lawyers), Armed Forces
Language Spoken:Hindi, English
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
SEBI Registered Investment Adviser
Education
Formal Education
BSc – Bachelor of Science
Industry Education
NISM X-A – Investment Adviser Level 1, 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
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Durgesh Dubey.
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