I am a passionate personal finance architect, who helps people make better financial decisions by first listening to their stories, goals, and concerns, and then building plans that truly fit their lives.
Practice at a glance
1
Years of Experience
12
Families Served
₹2
Crores Managed
Practice Details
Min Monthly Investment:₹20,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Armed Forces
Language Spoken:Hindi, Gujarati, Odia, English
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 MAHARANA.