Sumit Jha | InvestEnable Distribution Services

About

I am a personal finance enthusiast with more than 15 years' experience in Capital Markets, Wealth Management, Insurance & Impact funding. At InvestEnable, our goal is to work with our clients towards their financial well-being and deliver solutions tailored to their individual needs. We prefer to work with Individual/Families who wish to delegate money management to expert professionals and are committed toward their own financial wellbeing in long term.

Practice at a glance

16

Years of Experience

150

Families Served

₹70

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

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

Plan Retirement

Save Taxes

Can help you buy / invest in

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Sumit Jha.

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

Retirement Readiness Check