SUMIT KATARIA
AYATI PLANNERS•Indore
9, SHIKSHAK NAGAR, AIRPORT, AIRPORT ROAD,INDORE,
Indore, 452005
9, SHIKSHAK NAGAR, AIRPORT, AIRPORT ROAD,INDORE, Indore, 452005
About
Practice at a glance
20
Years of Experience
10
Families Served
₹5
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹35,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals
Language Spoken:Hindi
Qualification Completed
MBA (Finance / Investments)
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (Life)
PFRDA Registered Retirement Adviser
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM XX-B: Retirement Adviser Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Build Wealth
Financial Freedom
Can help you buy / invest in
Fixed Deposits & Bonds
Global Investing
Mutual Funds
Complimentary Services
Get any of the free services to experience working with SUMIT KATARIA.
30 Minute Q&A — Ask Me Anything
Insurance Portfolio Review