Sandeep Bhargava
S R INVESTMENT SERVICES PRIVATE LIMITED•Gautam Buddha Nagar,UP
Shop No. A-6, First Floor, Brahmaputra Shopping Complex, Sector 29, Noida,
Gautam Buddha Nagar, UP, 201301
Shop No. A-6, First Floor, Brahmaputra Shopping Complex, Sector 29, Noida, Gautam Buddha Nagar, UP, 201301
About
Practice at a glance
25
Years of Experience
1000
Families Served
₹405
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:
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BTech – Bachelor of Technology
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Save Taxes
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Sandeep Bhargava.
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint