RAKESH KUMAR VERMA | NJ Wealth Express Ballia

About

Ex Navy... Financial Advisor | MF, PMS & Insurance Specialist. Proudly serving 700+ clients in their journey toward financial freedom. Expertise in Financial Planning, Wealth Creation & Risk Protection. 📩 DM for personalized financial planning. Ex Navy

Practice at a glance

5

Years of Experience

700

Families Served

₹5

Crores Managed

Practice Details

Min Monthly Investment:₹2,000

Min Lumpsum Investment:₹50,000

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Business & SME Owners, Doctors, Armed Forces

Language Spoken:Hindi

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BA – Bachelor of Arts

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors

Can help you to

Plan Complete Finances

Children’s Goals

Invest for Goals

Plan Retirement

Save Taxes

Can help you buy / invest in

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with RAKESH KUMAR.

Mutual Fund Portfolio Review

Retirement Readiness Check