RAJESH GUPTA
COVER SECURE•Thane
A-102, SHREE CHINTAMANI TOWER, NEAR SHANI TEMPLE, MANORAMA NAGAR, KOLSHET ROAD, THANE WEST,
Thane, 400607
A-102, SHREE CHINTAMANI TOWER, NEAR SHANI TEMPLE, MANORAMA NAGAR, KOLSHET ROAD, THANE WEST, Thane, 400607
About
Practice at a glance
18
Years of Experience
350
Families Served
₹45
Crores Managed
Practice Details
Min Monthly Investment:₹25,000
Min Lumpsum Investment:₹5,00,000
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs
Language Spoken:Hindi
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-103197
IRDAI Licensed Insurance Agent (General)
AGWPG2345Q
IRDAI Licensed Insurance Agent (Life)
AGWPG2345Q
NSE/BSE Authorized Person (AP)
CM-AP3086000411
SIF Distributor (AMFI)
ARN-103197
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM XIII: Common Derivatives Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
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
NPS & Govt Schemes
Stocks & Equity
Home Loans
Loan Against Securities
SIF
AIF
Complimentary Services
Get any of the free services to experience working with RAJESH.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
Risk Profile Assessment
Tax-Saving Review