Neeraj Chauhan
The Financial Mall•Gurgaon
EPO-08-037, Emerald Plaza, Sector -65, Gurgaon,
Gurgaon, 122001
EPO-08-037, Emerald Plaza, Sector -65, Gurgaon, Gurgaon, 122001
About
Practice at a glance
33
Years of Experience
1582
Families Served
₹800
Crores Managed
Practice Details
Min Monthly Investment:₹50,000
Min Lumpsum Investment:₹5,00,000
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Senior Management, NRI / OCI, Senior Citizens / Retirees, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers)
Language Spoken:Hindi, English
Qualification Completed
CFP – Certified Financial Planner
MBA (Finance / Investments)
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-113944
IRDAI Licensed Insurance Agent (General)
BA0000010172
IRDAI Licensed Insurance Agent (Life)
LIC73543111
APMI Registered PMS Distributor
ARN-113944
SIF Distributor (AMFI)
ARN-113944
Education
Formal Education
MBA – Master of Business Administration
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM VIII – Equity Derivatives Certification, NISM XXI-A – Portfolio Management Services Distributors, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination
Can help you to
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
PMS
SIF
AIF
Gift City
Complimentary Services
Get any of the free services to experience working with Neeraj.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review