Mohitt Jain | Financial Fundey Investments

About

"Unlock Your Financial Potential with Financial Fundey Investments! As your trusted financial advisor, we helps you create a personalized roadmap to achieving your goals. From wealth creation to risk management, we've got you covered. "Fund Your Future, Secure Your Tomorrow"

Practice at a glance

10

Years of Experience

300

Families Served

₹50

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:NRI / OCI, Women Investors, Senior Citizens / Retirees

Language Spoken:Hindi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

PFRDA Registered Retirement Adviser

Education

Formal Education

BTech – Bachelor of Technology

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Buy a Home

Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Mohitt Jain.

30 Minute Q&A — Ask Me Anything

Financial Health Check-up

Mutual Fund Portfolio Review