Hello, I have started my career in 2006 in Mutual Fund Industry . I started in HDFC AMC then Nippon India AMC then in the year 2014, I started my own Practice with a goal Creating " 100 Crorepati family " with right advice.
Practice at a glance
15
Years of Experience
110
Families Served
₹28
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:
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
Education
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Children’s Goals
Invest for Goals
Plan Retirement
Save Taxes
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 Pranab Kumar Roy.