I specialize in Health Insurance, Life Insurance, Corporate & Industrial Insurance, and Investments & Finance, helping individuals and businesses secure their future with clarity and confidence. My approach is rooted in understanding real needs and delivering practical, long-term solutions rather than one-size-fits-all advice.
With experience across personal, corporate, and industrial segments, I focus on risk protection, financial planning, and sustainable wealth creation. I believe in transparency, ethical advisory, and building relationships based on trust and results.
My goal is to simplify complex financial decisions and provide dependable support that protects today while enabling growth for tomorrow.
Practice at a glance
6
Years of Experience
150
Families Served
₹7
Crores Managed
Practice Details
Min Monthly Investment:₹2,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Business & SME Owners, HNI Families, Professionals (CAs, Lawyers)
Language Spoken:Hindi
Licenses Held
AMFI Registered Mutual Fund Distributor
800113
IRDAI Licensed Insurance Agent (General)
ILG52990
IRDAI Licensed Insurance Agent (Life)
HDFI2309240954
Education
Formal Education
BA – Bachelor of Arts
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination
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
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Loan Against Securities
AIF
Gift City
Complimentary Services
Get any of the free services to experience working with Sanjeev Puri.