PANKAJ ARORA - Mutual Fund Distributors
Member since Jul 20, 2022
201 Viewed my profile
0 Peoples Favourite
0 Reviews
About Me
Hi, I’m Pankaj Arora, a financial distributor by profession and an entrepreneur by heart. I help working professionals and entrepreneurs to invest in the right asset class and funds. My process is simple but highly professional and research-based. I have developed a mechanism whereby the investor’s money is always invested in top-performing schemes of Mutual Funds.
Having gained 18 years of experience in the corporate world, I took voluntary retirement and pursued my passion for entrepreneurship. After working in various domains like Finance, Customer Services, and Marketing during the course of my job, I got to know that people do not usually invest in the right manner. Hence a financial distributor or mentor can make decision-making easier and goal-based. Till now, I have helped 1000+ families make effective goal-based investments in the right asset classes to achieve their financial goals.
My technique includes Mutual Fund automated rebalancing, which is a unique algorithm based utility that not only defines top performing schemes but also evaluates the percentage to be invested in debt and equity. This algorithm automatically rebalances the customer’s portfolio based on market dynamics.
In my advice, Insurance should be taken as per human life value parameter. Hence I help my clients understand their insurance needs to meet exigencies. Sampooran Suraksha (Health, Term and Personal Accident Insurance) are need of the hour.
If you want to know more about financial planning, wealth creation and selecting the correct insurance please do mail me at investwithpankaj@gmail.com.
About Work Experience
Hi, I’m Pankaj Arora, a financial distributor by profession and an entrepreneur by heart. I help working professionals and entrepreneurs to invest in the right asset class and funds. My process is simple but highly professional and research-based. I have developed a mechanism whereby the investor’s money is always invested in top-performing schemes of Mutual Funds.
Having gained 18 years of experience in the corporate world, I took voluntary retirement and pursued my passion for entrepreneurship. After working in various domains like Finance, Customer Services, and Marketing during the course of my job, I got to know that people do not usually invest in the right manner. Hence a financial distributor or mentor can make decision-making easier and goal-based. Till now, I have helped 1000+ families make effective goal-based investments in the right asset classes to achieve their financial goals.
My technique includes Mutual Fund automated rebalancing, which is a unique algorithm based utility that not only defines top performing schemes but also evaluates the percentage to be invested in debt and equity. This algorithm automatically rebalances the customer’s portfolio based on market dynamics.
In my advice, Insurance should be taken as per human life value parameter. Hence I help my clients understand their insurance needs to meet exigencies. Sampooran Suraksha (Health, Term and Personal Accident Insurance) are need of the hour.
If you want to know more about financial planning, wealth creation and selecting the correct insurance please do mail me at investwithpankaj@gmail.com.
Experience & Qualification
Qualification
Bcom, MBA
Experience as an Advisor
27 Years
Total work Experience
4 Years
Services and Advisory Offered
Mutual Fund
Portfolio Management Schemes
NPS (National Pension Scheme)
Housing Loans
Personal Loan
Gold Saving Plans
Will Writing Services
Gold Loan
Loan Against Property
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
PANKAJ
105, SUN RISE PLAZA,
COOPER ROAD,
Lawrence Road,
Amritsar,
Punjab, 143001
LICENSE
|
Mutual Fund -
ARN No.
157502 - Validity -
10-12-2024
Photo Gallery
DOWNLOAD 
PROFILE
PROFILE
0 Reviews
No reviews present
Do you want to see more Mutual Fund Distributors?
More About Me
Top Performing Mutual Funds
Tools and Calculators
