Leena Upasani - NPS (National Pension Scheme) Distributors
Member since Apr 14, 2025
22 Viewed my profile
0 Peoples Favourite
0 Reviews
About Me
After dedicating 25 years to part-time financial advising while balancing family life and other commitments, I am now ready to bring her lifelong passion for helping others into a full-time business.
With a career spanning more than two decades, I have quietly built a reputation for trust, empathy, and clear financial guidance. Working with individuals, families, and small business owners, I helped clients navigate everything from debt reduction and budgeting to long-term investment planning—all while staying grounded in real-life goals and values.
About Work Experience
FROM JANUARY 2000 WORKING AS LIC AGENT. IN 2007 GENERAL INSURACE AND HEALTH INSURANCE ADDED. MUTAUAL FUND DISTRIBUTION STARTED WITH NJ FUNDZ NETWORK IN 2013. IN 2018 CFP CERTIFICATION DONE. FROM 2023 WORKING AS IFA WITH AMC'S.
Experience & Qualification
Qualification
MA Sanskrit, CFP,QPFP
Experience as an Advisor
25 Years
Total work Experience
12 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
NPS (National Pension Scheme)
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Leena
Garkheda,
B-2, Apulaki Appt,
Aurangabad City,
Aurangabad,
Maharashtra, 431001
LICENSE
|
|
|
Mutual Fund -
ARN No.
86937 - Validity -
01-01-2028
Photo Gallery
DOWNLOAD 
PROFILE
PROFILE
0 Reviews
No reviews present
Do you want to see more NPS (National Pension Scheme) Distributors?
More About Me
Top Performing Mutual Funds
Tools and Calculators
