I am a passionate personal finance architect who loves to listen the client, their needs and thoughts to come up with a customized plan to enhance their financial journey.
Practice at a glance
1
Years of Experience
12
Families Served
₹2
Crores Managed
Practice Details
Min Monthly Investment:₹30,000
Min Lumpsum Investment:₹3,00,000
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Senior Management, Women Investors, Senior Citizens / Retirees
Language Spoken:Hindi, Gujarati, Odia
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN - 328072
SIF Distributor (AMFI)
ARN - 328072
Education
Formal Education
BE – Bachelor of Engineering, MBA – Master of Business Administration
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM XIII: Common Derivatives Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Plan Retirement
Build Wealth
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with NIRANJAN.