I am an AMFI Registered Mutual Fund Distributor with 17 years of experience in helping individuals and families make informed financial decisions. Currently associated with Aristobizz Financial Services Pvt. Ltd., I specialize in comprehensive financial planning, wealth creation, retirement planning, tax-saving strategies, and goal-based investing.
Over the years, I have successfully served 70+ families and managed investments worth over ₹120 crores. I work closely with young professionals, business owners, HNI families, NRIs, senior citizens, and salaried executives, offering personalized 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.
Practice at a glance
17
Years of Experience
70
Families Served
₹120
Crores Managed
Practice Details
Min Monthly Investment:₹20,000
Min Lumpsum Investment:₹25,00,000
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Founders & Entrepreneurs
Language Spoken:Hindi, English
Qualification Completed
MBA (Finance / Investments)
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-173292
Education
Formal Education
MBA – Master of Business Administration, 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, NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors, IRDAI IC 38 – Life Insurance Agent Examination
Can help you to
Plan Complete Finances
Children’s Goals
Plan Retirement
Save Taxes
Build Wealth
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 MUKESH.