SAUMIT NAYAK | Invikraftfinserve

About

PROFESSIONAL QUALIFICATIONS: CFP - FPSB, India from 2024, NISM XA & XB - SEBI registered advisory Module, cleared in 2021, Associateship from Insurance Institute of India, Mumbai in 2008, LLB - (1995-1998) from Sambalpur University, M.B.A. (Finance) – (2002-2004), Sambalpur University WORK EXPERIENCE: Currently self employed working as a Personal Finance Professional and empanelled Trainer with NSE Training Academy.

Practice at a glance

20

Years of Experience

65

Families Served

₹21

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:

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

PFRDA Registered Retirement Adviser

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1

Can help you to

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

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 SAUMIT NAYAK.

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

Retirement Readiness Check