I am AMFI registered Mutual Fund Distributed since 2 years. I was an LIC agent for the last 15 years and dealing with Health Insurance. Recently I have completed professional course of QPFP to provide complete Financial goals and to help build wealth to maximum people.
Practice at a glance
2
Years of Experience
15
Families Served
₹1
Crores Managed
Practice Details
Min Monthly Investment:₹50,000
Min Lumpsum Investment:₹1,00,000
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Women Investors, Senior Citizens / Retirees, Salaried Executives
Language Spoken:Hindi, Marathi, Kannada, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Invest for Goals
Plan Retirement
Save Taxes
Buy Right Insurance
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Complimentary Services
Get any of the free services to experience working with Niranjana .