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MUKESH KUMAR | ARISTOBIZZ FINANCIAL SERVICES PVT LTD | BengaluruMUKESH KUMAR | ARISTOBIZZ FINANCIAL SERVICES PVT LTD | Bengaluru

MUKESH KUMAR

ARISTOBIZZ FINANCIAL SERVICES PVT LTD•Bengaluru,KA
C-803, VALMARK ORCHARD SQUARE, JP NAGAR 8TH PHASE,
Bengaluru, KA, 560076
C-803, VALMARK ORCHARD SQUARE, JP NAGAR 8TH PHASE, Bengaluru, KA, 560076
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About

I am a Personal Financial Professional with 17 years of experience in helping individuals and families make informed financial decisions. I am Founder and Director at Aristobizz Financial Services Pvt. Ltd. based out at Bengaluru, Karnataka. I specialize in Comprehensive Financial Consulting, Wealth Creation, Retirement Planning, Tax-Saving Strategies & Goal-based Investing. Over the years, I have successfully served more than 75 families and managed investments worth over ₹120 crores. I work closely with Young Professionals, Business Owners, HNI Families, NRIs, Senior Citizens & Salaried Executives offering them Personalized Financial Solutions through both physical and virtual meetings. With an MBA in Finance and multiple industry certifications, my focus is on building long-term relationships based on trust, transparency, and consistent financial growth for the client.

Practice at a glance

17
Years of Experience
75
Families Served
₹120
Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹1,00,000 & 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, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Armed Forces, Government Staff
Language Spoken:Hindi, English

Qualification Completed

MBA (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-173292

IRDAI Licensed Insurance Agent (General)

2047940000

IRDAI Licensed Insurance Agent (Life)

00925318

APMI Registered PMS Distributor

APRN00677

Education

Formal Education

MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health 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
Global Investing
Life Insurance
Mutual Funds
Stocks & Equity
Home Loans
Loan Against Securities
PMS
AIF
Gift City

Complimentary Services

Get any of the free services to experience working with MUKESH KUMAR.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
Retirement Readiness Check
Tax-Saving Review
Loan & EMI Review