Kawaljit singh Ghai | Secure life financial

About

Hi This is KAWALJIT Singh Ghai. I am working as wealth and risk protection manager from last 14 years.I am managing portfolio of 1670 families wealth.i have specialization in working with job and business class families. I am working specialization in NRI ,KEYMAN,EMPLOYER EMPLOYEES,PARTNERSHIP,CHILD EDUCATION,CHILD MARRIAGE AND RETIREMENT PLANNING etc.

Practice at a glance

14

Years of Experience

1670

Families Served

₹14

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

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

Organize Financials

Buy a Home

Plan Retirement

Save Taxes

Build Wealth

Can help you buy / invest in

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Kawaljit singh Ghai .

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check