About Me
Amit Singh Verma starting his career from January 2002 to April 2010 as a Branch Manager in Bajaj Capital and from April 2010 to June 2014 as a Branch Manager in IndusInd bank. Total expire in Financial industry is more than 13 year.
During his tenure he worked in Wealth Management, NRI Segment, and Corporate Banking in different markets from Rural to Metro. His expertise includes Credit, Retail banking and Wealth Management.
He believes in strong values and clear vision to build success in financial industry.
“I do not believe in quick fixes, but focus on long term investment strategy with optimum return for your savings. Financial advising is a constant process, therefore, I believe in constantly updating oneself about the market and most importantly taking controlled risks”
Sumit Bhargava Starting his career from escort mutual fund Dec.2005 till 2007 November. (2005 to September 2006 in Allahabad up 2006 September to October 2007 Jodhpur Raj) As a Sales Executive.
Sumit Bhargava Join Tata Mutual Fund in Nov 2007 to June 2014 as a Relationship Manager After that promote he had a Senior Relationship Manager in Tata Mutual Fund Than branch manager in the same Total expire in mutual fund industry is more than 10 year And Roll in above company was handle IFA (Mutual Fund Distributor), HNI Client, Corporate wealth management. Sumit Bhargava is currently honing his skill set in Investment and Institutional advisory.
For mutual fund he was setting up and developing his own distributor house which name is Swastik Capital.
About Work Experience
Amit Singh Verma:-Total expire in Financial industry is more than 15 year
Sumit Bhargava:-Total expire in Financial industry is more than 12year
Experience & Qualification
Qualification
MBA
Experience as an Advisor
15 Years
Total work Experience
12 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Real Estate Brokers
Portfolio Management Schemes
Pan Service Providers
Housing Loans
Technical & Research Analysis
Fixed Deposits