SUGANDH GOENKA | STAYWEALTHY INVESTMENT SERVICES

About

Sugandh Goenka is the founder of Staywealthy Investment Services firm. He is a management professional holding MBA degree with an experience of over 18 years in managing Business Development functions encompassing Banking Operations, Investment Advisory Services and Team Management. He has merit of being associated with country’s renowned banking groups & financial institutions such as HSBC, Kotak Mahindra Bank Ltd. , Citi Financial Consumer Finance India Ltd. and ICICI Prudential Life Insurance Co. Ltd. Sugandh has a rich experience and deep understanding of financial products. The diverse experience that he has provides an umbrella to meet client’s diverse requirements.

Practice at a glance

21

Years of Experience

180

Families Served

₹750

Crores Managed

Practice Details

Min Monthly Investment:₹1,00,000 & more

Min Lumpsum Investment:₹50,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Senior Management, Senior Citizens / Retirees, HNI Families, Doctors, Founders & Entrepreneurs

Language Spoken:

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2

Can help you to

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Global Investing

Life Insurance

Mutual Funds

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with SUGANDH GOENKA.

Mutual Fund Portfolio Review