Kamlendra Bahadur Mathur
Self-Employed•Lucknow,UP
MS-103, Sector-D, Aliganj.,
Lucknow, UP, 226024
MS-103, Sector-D, Aliganj., Lucknow, UP, 226024
About
Practice at a glance
22
Years of Experience
150
Families Served
₹23
Crores Managed
Practice Details
Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, NRI / OCI, Women Investors, Senior Citizens / Retirees, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Government Staff
Language Spoken:Hindi, English
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BA – Bachelor of Arts
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Kamlendra Bahadur Mathur.
Financial Goals Analysis
Insurance Portfolio Review
Mutual Fund Portfolio Review
Retirement Readiness Check