I am a finance professional with over a decade of experience in guiding individuals and families toward smarter financial decisions. Since 2014, I have been working as an Insurance Advisor, helping clients secure their lives, health, and future through reliable protection planning. In 2018, I expanded my expertise as a Mutual Fund Distributor, focusing on long-term wealth creation and goal-based investment planning.
My approach is simple — understand each client’s unique financial needs, design practical solutions, and build lasting relationships based on trust and transparency. I believe that disciplined investing, proper risk coverage, and consistent guidance can transform financial dreams into achievable realities.
Over the years, I have helped numerous clients start their investment journey, plan for major life goals, and stay financially confident through changing market conditions. My mission is to make financial planning easy, accessible, and effective for everyone I work with
Practice at a glance
12
Years of Experience
400
Families Served
₹10
Crores Managed
Practice Details
Min Monthly Investment:₹2,000 & more
Min Lumpsum Investment:₹40,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Salaried Executives, Government Staff
Language Spoken:Hindi, English
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-147628
IRDAI Licensed Insurance Agent (General)
ILG50825
IRDAI Licensed Insurance Agent (Life)
1369516J
Education
Formal Education
BCom – Bachelor of Commerce, Post Graduate Degree (Any Field)
Industry Education
NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination
Can help you to
Plan Complete Finances
Children’s Goals
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Financial Freedom
Buy Right Insurance
Create Emergency Fund
Can help you buy / invest in
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Complimentary Services
Get any of the free services to experience working with Manmohan Attri.