Sanjay Modi
SM MOMEY CARE•Jaipur,RJ
C-66A, Lal Kothi Marg, Bapu Nagar Tonk Road, Japiur,
Jaipur, RJ, 302015
C-66A, Lal Kothi Marg, Bapu Nagar Tonk Road, Japiur, Jaipur, RJ, 302015
Practice at a glance
6
Years of Experience
150
Families Served
₹15
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings: --
Specialises working with:
Language Spoken:
Qualification Completed
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
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Plan Retirement
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 Sanjay Modi.
Insurance Portfolio Review
Mutual Fund Portfolio Review
Retirement Readiness Check