Tarun Saxena
Truvizor Associates Pvt Ltd•New Delhi,DL
325, 2ND FL, GARG PLAZA, PLOT NO.24, DDA COMPLEX, RD NO 44, PITAM PURA, DELHI - 110034,
New Delhi, DL, 110034
325, 2ND FL, GARG PLAZA, PLOT NO.24, DDA COMPLEX, RD NO 44, PITAM PURA, DELHI - 110034, New Delhi, DL, 110034
About
Practice at a glance
25
Years of Experience
400
Families Served
₹80
Crores Managed
Practice Details
Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, Women Investors, Senior Citizens / Retirees
Language Spoken:Hindi, English
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
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
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Tarun Saxena.
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check