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Dr Sangeeta Dasgupta | Infinite Financial Solutions | NashikDr Sangeeta Dasgupta | Infinite Financial Solutions | Nashik

Dr Sangeeta Dasgupta

Infinite Financial Solutions•Nashik,MH
12,Avis Enclave, Dsouza Colony, HPT College Road, NASHIK,
Nashik, MH, 422005
12,Avis Enclave, Dsouza Colony, HPT College Road, NASHIK, Nashik, MH, 422005
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About

I, Dr Sangeeta Dasgupta, Master's in Veterinary Science by Education, and practice for 13 years after which I took a giant leap into the Financial Services Sector in the year 2000. I have been A Financial Coach, Trainer in Mutual Funds & Life Insurance and an Entrepreneur in the Healthcare sector. In a constantly evolving and dynamic industry offering new products & services, we strive to enhance the value we provide to our clients through industry specific certifications like QPFP, Estate Planning & adopting latest technologies in fintech. Navigating through the maze of investments by creating a roadmap to protect our client's family, achieve their goals, fulfil their dreams, while weathering the volatility of markets, macroeconomic & personal life situations is our core competency. My startup, ArogyaOnline has been providing Home Healthcare Services to patients and the Elderly in Nasik &Mumbai since 7 yrs MAKING A DIFFERENCE IN THE LIVES OF FAMILIES WE SERVE is our guiding force.

Practice at a glance

24
Years of Experience
175
Families Served
₹35
Crores Managed

Practice Details

Min Monthly Investment:₹15,000 & more
Min Lumpsum Investment:₹10,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Senior Management, NRI / OCI, Senior Citizens / Retirees, Business & SME Owners
Language Spoken:Hindi, Bengali, Marathi, Gujarati, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

PGDM (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-3157

IRDAI Licensed Insurance Agent (General)

245287

IRDAI Licensed Insurance Agent (Life)

245287

Education

Formal Education

Post Graduate Degree (Any Field)

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Loan Against Securities

Complimentary Services

Get any of the free services to experience working with Dr Sangeeta Dasgupta.

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
Retirement Readiness Check
Risk Profile Assessment
Financial Wellbeing Workshop
Tax-Saving Review