I am an AMFI-registered Mutual Fund Distributor committed to helping individuals and families achieve their financial goals through disciplined and informed investing.
With a strong focus on long-term wealth creation, I guide clients in selecting mutual fund solutions that align with their risk appetite, financial objectives, and investment horizon. I believe in transparent advice, ethical practices, and building lasting relationships based on trust.
My approach combines market understanding with personalized financial planning, ensuring that every investment decision is well-informed and goal-oriented. I continuously stay updated with market trends and regulatory changes to provide reliable and compliant investment guidance.
Practice at a glance
17
Years of Experience
1500
Families Served
₹50
Crores Managed
Practice Details
Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Hybrid (Physical + Virtual)
Specialises working with:Senior Citizens / Retirees, Salaried Executives, Government Staff
Language Spoken:Hindi, English
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-75996
APMI Registered PMS Distributor
APRN06141
Education
Formal Education
BA – Bachelor of Arts
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Children’s Goals
Buy a Home
Invest for Goals
Plan Retirement
Reduce Loans & Debt
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Mutual Funds
Stocks & Equity
PMS
SIF
Complimentary Services
Get any of the free services to experience working with ravendra yadaw.