33/1 N S Road, Marshall House, Room 859, 8th Floor,,
Kolkata, WB, 700001
33/1 N S Road, Marshall House, Room 859, 8th Floor,, Kolkata, WB, 700001
About
I, Sanjeev Mundhra operating out of City of Joy (Kolkata) is passionate about meeting people. Imparting better financial knowledge is my core strength. I believe to offer suitable guidance to my clients so that they can lead a life of ease when it comes to their money management.
Apart from understanding finances, I’m an avid book reader, love doing meditation and going places.
For about more than two decades, I’ve been into the path of providing services related to investments in Mutual Funds/ Bonds/ Corporate Fixed deposits, guiding the masses to buy the right health & life insurance. Before 2010 I had a stint of ten years of corporate life with ICICI and Reliance Life. My last responsibility was with Reliance Life as a Branch Manager. My total exposure in the financial industry is more than two consecutive decades.
My Vision is simple – “ How can Disciplined Investment simplify one’s life”
Practice at a glance
20
Years of Experience
225
Families Served
₹120
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:
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BCom – Bachelor of Commerce, BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Buy a Home
Plan Retirement
Save Taxes
Build Wealth
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 Sanjeev Mundhra.