sanjeeva SN
Benaka Financial Services•Shivamogga,KA
Ankura, 2nd Floor, Vipra Commercial Complex, Vinobanagar,
Shivamogga, KA, 577204
Ankura, 2nd Floor, Vipra Commercial Complex, Vinobanagar, Shivamogga, KA, 577204
About
Practice at a glance
10
Years of Experience
155
Families Served
₹14
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 (General)
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BA – Bachelor of Arts
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Plan Retirement
Save Taxes
Make a Will / Trust
Can help you buy / invest in
Health Insurance
Life Insurance
Mutual Funds
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with sanjeeva SN.
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
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check