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Sanjeev Puri | Mission Insurance & Financial Solutions  | FaridabadSanjeev Puri | Mission Insurance & Financial Solutions  | Faridabad

Sanjeev Puri

Mission Insurance & Financial Solutions •Faridabad,HR
1104/2nd Floor, Sector-19, Faridabad 121002,
Faridabad, HR, 121002
1104/2nd Floor, Sector-19, Faridabad 121002, Faridabad, HR, 121002
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About

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.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Insurance Portfolio Review
Mutual Fund Portfolio Review
Retirement Readiness Check
Financial Wellbeing Workshop
Loan & EMI Review