PARESH PATTANAYAK | Paresh4wealth

About

My self - Paresh Kumar Pattanayak, a certified Financial Goal Planner(CFGP)-cum Mutual Fund distributor catering around 280 retail clients with having SIP book size of 20 Lakhs and my AUM stands at Rs.21 Crores Only.

Practice at a glance

7

Years of Experience

3

Families Served

₹21

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BA – Bachelor of Arts

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Save Taxes

Can help you buy / invest in

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with PARESH PATTANAYAK .

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check