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Sandeep Bhargava | Sandeep Bhargava | New DelhiSandeep Bhargava | Sandeep Bhargava | New Delhi

Sandeep Bhargava

Sandeep Bhargava•New Delhi,DL
8731 Sector C Pocket 8 Vasant Kunj,
New Delhi, DL, 110070
8731 Sector C Pocket 8 Vasant Kunj, New Delhi, DL, 110070
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About

By qualifications I hold a PGDBM from XLRI Jamshedpur. Passed out in 1985 Am a CFP since 2010 Started my mutual fund and insurance practice in 2002. Over the last 20 years have primarily helped clients to invest regularly and tried to ensure they have ample funds when the need arises. There is a very thin line separating investing from speculation. Our aim is to ensure you remain investors and do not become speculators. If you have not inherited wealth there is only one was to create it - by investing in a disciplined manner and over a reasonably long period of time. There are no short cuts to wealth creation though sometimes people get lucky when a share goes up multifold times and they manage to stay invested. If you agree with some of the above statements and are looking for a Mutual Fund Distributor or Insurance advisor we would love to start a dialogue with you! Our endeavor is to transform your finances and through that your life!

Practice at a glance

21
Years of Experience
75
Families Served
₹130
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

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BSc – Bachelor of Science

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Organize Financials
Save Taxes

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Sandeep Bhargava.

30 Minute Q&A — Ask Me Anything
Organize Financial Info & Docs
Mutual Fund Portfolio Review