Rajat Ghosh | Invrajat Financial services Pvt Ltd

Practice at a glance

26

Years of Experience

350

Families Served

₹55,00,00,000

Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more

Min Lumpsum Investment:₹5,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Salaried Executives

Language Spoken:Hindi, Bengali, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-160995

IRDAI Licensed Insurance Agent (General)

248964

NSE/BSE Authorized Person (AP)

AP0297591201

SIF Distributor (AMFI)

ARN-160995

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XIII: Common Derivatives Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Rajat Ghosh.

30 Minute Q&A — Ask Me Anything

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review

Retirement Readiness Check