SANDEEP - Life Insurance Agents
Member since Jan 7, 2019
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About Me
I have above 20 years of experience in Banking & FInancial sector. I am PGDBMA (Fin.) from SCDL, Pune and now an entrepreneur in financial advisory sector.
My aim to make every one aware about their financial goal and strategies to achieve them. it is unfortunate to see our young educated generation who is not financially literate enough to understand about financial goals and their planning.
We start with understanding client's need and risk appetite followed by drawing customized financial plan, suggest and maintain portfolio through periodical reassessment. which includes
A) Wealth Creation- Risk Analysis and Goal Based.
B) Cover for Uncertainties
Life Protection- Term Insurance.
Health Cover- Mediclaim., Critical illness
About Work Experience
24 Years
Experience & Qualification
Qualification
PGDBMA
Experience as an Advisor
14 Years
Total work Experience
24 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Online Tax Return Filing
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Education Loan
Fixed Deposits
Affiliations
- IRDA
- AMFI
Awards & Recognition
-
Not Specified
Address
SANDEEP
EAST DELHI,
DELHI,
Shahdara,
Delhi,
Delhi, 110032
LICENSE
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Mutual Fund -
ARN No.
151265 - Validity -
23-08-2021
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