Priyesh Khunteta
Raman Shares and Stocks Private Limited•Faridabad,HR
SCO-121 FF, Omaxe World Street, Sector 79, Faridabad,
Faridabad, HR, 121002
SCO-121 FF, Omaxe World Street, Sector 79, Faridabad, Faridabad, HR, 121002
Practice at a glance
4
Years of Experience
50
Families Served
₹20
Crores Managed
Practice Details
Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹5,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Physical, Hybrid (Physical + Virtual)
Specialises working with:Senior Management, HNI Families, Doctors, Government Staff
Language Spoken:Hindi, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
PGDM (Finance / Investments)
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-185723
IRDAI Licensed Insurance Agent (General)
ILG67000
IRDAI Licensed Insurance Agent (Life)
PFM 000009541
Education
Formal Education
BTech – Bachelor of Technology, Post Graduate Degree (Any Field)
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Build Wealth
Can help you buy / invest in
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Priyesh Khunteta.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Mutual Fund Portfolio Review
Stocks Portfolio Review