ASCENT WEALTH - Life Insurance Agents
Member since Nov 11, 2017
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About Me
We are an AMFI registered Mutual Funds Distributor engaged in distribution of multiple financial asset classes like Equity Mutual Funds, Debt Mutual Funds, Tax Saver Funds, Life Insurance, Health Insurance, General Insurance, Corporate Fixed Deposits etc. These are ideal and practical investments vehicle that offer investors opportunities to build wealth through professional management of their investible savings.
Being your trusted Mutual Funds Distributor, we assist you in understanding and choosing need-based financial products and effectively manage your money to accomplish targeted wealth and financial independence. It is important to have a goal based financial plan in one’s life and the goal can be a wedding, higher education of children, buying a property, retirement planning etc. A personal financial planning can assist you in meeting one’s short term, medium terms and long terms ambitions.
About Work Experience
Over 30 years of experience in Sales &Marketing and HR in Account management, Business Development and Strategic planning in Consumer Durable, Executive Search and Financial Consulting.
Experience & Qualification
Qualification
BSC, DBM, NISM, CGP
Experience as an Advisor
30 Years
Total work Experience
5 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Share Trading & Demat
Portfolio Management Schemes
IPOs, Bonds & NCDs
Gold Saving Plans
Will Writing Services
Consumer Finance
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
ASCENT WEALTH
Arihant Escapade,
Devaraj Nagar, Thoraipakkam,
Saidapet,
Chennai,
Tamil Nadu, 600015
LICENSE
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Mutual Fund -
ARN No.
109866 - Validity -
19-03-2022
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