Logo
Logo
Logo
Search By Categories
By Needs
  • Loading...
By Products
  • Loading...
By Specializations
  • Coming soon
Professionals Get ListedDownload Free Guidebook
Get Financial Wellbeing Check-Up
Logo
Logo
SAROJ KUMAR | Nivesh Mitra Financial Services | RanchiSAROJ KUMAR | Nivesh Mitra Financial Services | Ranchi

SAROJ KUMAR

Nivesh Mitra Financial Services•Ranchi,JH
B4, Kushwaha Complex, Booty More,
Ranchi, JH, 834009
B4, Kushwaha Complex, Booty More, Ranchi, JH, 834009
View Website
About

Mr Saroj is a Financial Planner, Coach & Founder of Nivesh Mitra Financial Services, and a member of NSE. He holds the credential for Risk Analysis & Retirement Planning from the Financial Planning Standards Board Ltd. (FPSB), Certified by NISM (National Institute of Securities Market), IRDA (Insurance regulatory Development Authority of India) & certified Volatility Coach (RVCC) from NSE, Mumbai. He is here to help people understand and plan for their future financial goals. Saroj is having a keen interest in the subject of money, and began his own investment journey in 2003. From 2009 onwards, he started working professionally with NRIs, HNIs, senior Defence Officers, and others. As of now, he along with his team, caters his services to more than 450 families globally, coaching them on how to ease their financial worries. He is a lifelong learner and keeps himself professionally updated. Recently he got featured as "Leader of Tomorrow" by Economic Times also.

Practice at a glance

15
Years of Experience
450
Families Served
₹390
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)

PFRDA Registered Retirement Adviser

Education

Formal Education

BBA – Bachelor of Business Administration, MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Plan Retirement
Save Taxes

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with SAROJ KUMAR.

30 Minute Q&A — Ask Me Anything
Financial Health Check-up
Mutual Fund Portfolio Review
Retirement Readiness Check