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Sumit Ram Bharadwaj | Mutual Funds India | BalangirSumit Ram Bharadwaj | Mutual Funds India | Balangir

Sumit Ram Bharadwaj

Mutual Funds India•Balangir
2nd Floor, G. B. Enclave, Beside Bakery Zone, Bikram Chowk,
Balangir, 767001
2nd Floor, G. B. Enclave, Beside Bakery Zone, Bikram Chowk, Balangir, 767001
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About

With over two decades of experience in the financial industry, I am a investment advisor known for insightful analysis and expertise in portfolio management. I have successfully navigated through various market cycles, helping clients achieve their financial goals through carefully crafted investment strategies. I began my career in finance after obtaining an MBA. I gained valuable experience in different facets of the financial world. I Have a proven track record of delivering strong, risk-adjusted returns for clients, showcasing my ability to identify opportunities and manage risks effectively. I believe in the power of diversification and thorough market analysis. I stay abreast of market trends and economic indicators, using a combination of fundamental and technical analysis to make informed investment decisions. I am dedicated to providing clients with personalised investment solutions tailored to their risk tolerance, financial objectives, and time horizon.

Practice at a glance

21
Years of Experience
600
Families Served
₹71
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:

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

Education

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Other Insurances
Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

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

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