Shivam Khandelwal
Vardhaman Capital•Kolkata,WB
25 Swallow Lane, Wardley House, 2nd Floor,
Kolkata, WB, 700001
25 Swallow Lane, Wardley House, 2nd Floor, Kolkata, WB, 700001
About
Practice at a glance
25
Years of Experience
400
Families Served
₹150
Crores Managed
Practice Details
Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Salaried Executives, Professionals (CAs, Lawyers)
Language Spoken:Hindi, Bengali, English
Qualification Completed
MBA (Finance / Investments)
Licenses Held
AMFI Registered Mutual Fund Distributor
1130
SEBI Registered Stock Broker (Trading Member)
NSE - 07528
APMI Registered PMS Distributor
07978
Education
Formal Education
BCom – Bachelor of Commerce, MBA – Master of Business Administration
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1
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
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Stocks & Equity
Home Loans
Loan Against Securities
PMS
SIF
AIF
Gift City
Complimentary Services
Get any of the free services to experience working with Shivam Khandelwal.
Financial Goals Analysis
Insurance Portfolio Review
Mutual Fund Portfolio Review
Stocks Portfolio Review
Risk Profile Assessment