I am having a rich Technical knowledge in the field of planning that place me well with over all Financial Planning and guiding the clients with crafted personalized investment strategies pan India. Specialized in Retirement planning, Mutual fund investments, Life Insurance Health Insurance and Estate planning.
We empower individuals and families to achieve financial security through a customer-first approach that prioritizes satisfaction and long term growth.
We blend technical precision with empathetic guidance to deliver tailored solutions that align with goals and risk profile.
Practice at a glance
10
Years of Experience
120
Families Served
₹50
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹5,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Physical, 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)
Language Spoken:Hindi, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
53670
Education
Formal Education
BTech – Bachelor of Technology, BTech – Bachelor of Technology
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Plan Retirement
Build Wealth
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with NITIN SINHA.