Narayan Sindhee | Jyoti Financial Services

About

I WORKED IN LIC IN A MANAGERIAL CAPACITY AND AFTER TAKING VOLUNTORY RETIREMENT FROM LIC IN 2005 I STARTED TO WORK AS A MUTUAL FUND DISTRIBUTOR. I DID CFP IN 2010 AND I AM A QUALIFIED PERSONAL FINANCE PROFESSIONAL(QPFP). I FOCUS IN MF BUSINESS

Practice at a glance

19

Years of Experience

200

Families Served

₹190

Crores Managed

Practice Details

Min Monthly Investment:₹2,000

Min Lumpsum Investment:₹10,000

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Armed Forces, Government Staff

Language Spoken:Hindi, Marathi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BSc – Bachelor of Science

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Buy a Home

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Narayan.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

One Page Financial Blueprint