Subhasis Hota

Aahana Investment•Jharsuguda,OR

Bombay Chowk, Near ESI Dispensary , Industrial Estate , Jharsuguda,

Jharsuguda, OR, 768203

Bombay Chowk, Near ESI Dispensary , Industrial Estate , Jharsuguda, Jharsuguda, OR, 768203

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About

I Subhasis Hota CFPCM (CERTIFIED FINANCIAL PLANNER), from FPSB India, MBA (Finance) with 20yrs work experience India's leading financial company like ICICI Securities, ShareKhan Ltd and Reliance Securities Ltd In 2011 I left the job and started own company AAHANA INVESTMENT. Currently more then 1500 clients are associate with us and manage nearly 115cr in mutual fund, Equity. I am providing goal based financial services. Conducting Investor awareness program in different parts of Jharsuguda and Sundargarh District of Odisha. We have conducted awareness program for the employees of Coal India, BPSL, Ultratec Cement, Govt College, Govt Hospital Doctors . also conducting for different social organization , Business man. Aahana Investment dealing with all financial product like Equity , Mutual Fund, IPO, Life Insurance, Health Insurance , Bonds etc.

Practice at a glance

Years of Experience

300

Families Served

₹125

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 (General)

IRDAI Licensed Insurance Agent (Life)

Education

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Plan Retirement

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Life Insurance

Mutual Funds

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Subhasis Hota.

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Stocks Portfolio Review