Mohammed Tanveer Alam | WAY2INVESTMENT

About

I am a trusted financial partner with over 10 years of experience helping individuals and families achieve their financial dreams. As an AMFI-registered distributor, I specialize in goal-based planning, SIPs, and portfolio management. Whether you are planning for retirement, saving for your child’s education, or building wealth, I provide tailored investment solutions. Services Offered: • Goal-Based Investment Planning • SIP and Lump Sum Investments • Tax-Saving ELSS Funds • Portfolio Monitoring and Adjustments Let’s work together to make your money grow! Contact me today for a free consultation.

Practice at a glance

10

Years of Experience

200

Families Served

₹78

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

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

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Save Taxes

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Mohammed Tanveer.

Financial Goals Analysis

Mutual Fund Portfolio Review