Neelesh Goyal | Max Group of Financial Services

About

Experienced Personal Finance Professional specializing in goal-based investing, retirement planning, Tax planning, and financial education. Committed to helping individuals achieve their financial goals through personalized strategies and guidance. Passionate about improving financial literacy and empowering others to secure their future and build wealth. Prepared to support financial well-being and promote positive financial outcomes. With the motto...... "Excellence in Customer Service"

Practice at a glance

11

Years of Experience

78

Families Served

₹10

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

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Buy a Home

Plan Retirement

Save Taxes

Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with Neelesh Goyal.

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check