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Shreyansh Kumar | Prabeta Vision LLP | AgraShreyansh Kumar | Prabeta Vision LLP | Agra

Shreyansh Kumar

Prabeta Vision LLP•Agra,UP
40/G Sky Tower, Sanjay Place,
Agra, UP, 282002
40/G Sky Tower, Sanjay Place, Agra, UP, 282002
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About

As a QPFP-Certified Mutual Fund Distributor, I aim to empower investors to reach their financial goals. With over 5+ years of experience in the industry, I have the knowledge and expertise to help you navigate the complex world of mutual funds. Over the years, I have helped 2000+ families in securing their financial future. I have a proven track record of successfully completing 1031 SIP's in just one day. Whether you're a new investor or a seasoned pro, I'll work with you to understand your unique needs and find suitable mutual funds to match. I'm here to help you make informed decisions from risk management to diversification strategies. Let's work together to build a brighter financial future.

Practice at a glance

5
Years of Experience
200
Families Served
₹100
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with Shreyansh Kumar.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint