Manas Bhalla
BHALLA FINANCIAL SERVICES•Panchkula,HR
PANCHKULA,
Panchkula, HR, 133302
PANCHKULA, Panchkula, HR, 133302
About
Practice at a glance
4
Years of Experience
100
Families Served
₹15
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹1,00,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, Doctors, Salaried Executives, Professionals (CAs, Lawyers)
Language Spoken:Hindi, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-288665
IRDAI Licensed Insurance Agent (General)
MANAS BHALLA
IRDAI Licensed Insurance Agent (Life)
MANAS BHALLA
Education
Formal Education
BBA – Bachelor of Business Administration
Industry Education
NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination
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
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Loan Against Securities
Complimentary Services
Get any of the free services to experience working with Manas Bhalla.
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
Risk Profile Assessment