As a financial architect, I design tailored strategies for success in the financial market, ensuring every goal is not just a dream but a blueprint for achievement. Let's build the future together!
As a trusted finance professional, I leverage 15 years of experience in mutual funds and insurance to provide clients with in-depth market expertise and personalized financial strategies. Holds the prestigious NISM-Series-XIII: Common Derivatives Certification, equipping clients to navigate complex financial markets confidently. B.Com and MBA (FINANCE) degrees reinforce versatile, informed guidance in diverse investment scenarios. Excels at simplifying complex market concepts for investors seeking transparent and effective financial advice.
Practice at a glance
15
Years of Experience
30
Families Served
₹15
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 (Life)
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Plan Retirement
Save Taxes
Can help you buy / invest in
Health Insurance
Life Insurance
Mutual Funds
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Rajendra P Baheti .