NIRAJ KUMAR SAWA | NIRAJ KUMAR SAWA

Practice at a glance

9

Years of Experience

500

Families Served

₹320

Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more

Min Lumpsum Investment:₹10,000 & more

Nature of earnings:Commissions

Mode of Meetings:Virtual, 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, Marwadi, English

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-120300

APMI Registered PMS Distributor

NISM-201700018134

Education

Formal Education

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

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

NPS & Govt Schemes

Stocks & Equity

Loan Against Securities

PMS

AIF

Gift City

Complimentary Services

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

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review

Retirement Readiness Check

Risk Profile Assessment

Financial Wellbeing Workshop

Tax-Saving Review