Parikshit Sharma - Life Insurance Agents
Member since Oct 19, 2020
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About Me
A resulted-oriented seasoned professional with strong business acumen. Have been successfully advising and managing clients Investment, Protection, and Wealth portfolios. Carry a strong client advocacy record while helped clients with claims settlements while critical illnesses. A decent history of delivering outstanding returns in the debt and equity mutual funds portfolios.
Specialist in niche products like Structured Products, EC-56 Bonds, NCDs, etc. Wealth Management solutions like PMS and AIF.
Specialties: Global Investment Advisory Services, Financial Planning, and Consulting, Life-Health-and-Investment solutions Individuals, Families, and Corporates.
About Work Experience
A resulted-oriented seasoned professional with strong business acumen. Have been successfully advising and managing clients Investment, Protection, and Wealth portfolios. Carry a strong client advocacy record while helped clients with claims settlements while critical illnesses. A decent history of delivering outstanding returns in the debt and equity mutual funds portfolios.
Specialist in niche products like Structured Products, EC-56 Bonds, NCDs, etc. Wealth Management solutions like PMS and AIF.
Academics: Executive MBA from IIMC, MBA - IT, NCFM, IRDA & SEBI accredited professional.
Specialties: Global Investment Advisory Services, Financial Planning, and Consulting, Life-Health-and-Investment solutions Individuals, Families, and Corporates.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
18 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Portfolio Management Schemes
IPOs, Bonds & NCDs
Financial Education Providers
Fixed Deposits
Affiliations
- NSE India
- IRDA
- SEBI
Awards & Recognition
-
Achiever Health Planner, Jul 2019 - Care Health Insurance
-
Fastest Executive Advisor, Sept 2018 - Kotak Life
-
Fastest Executive Partner, Sept 2018 - Kotak Life
Address
Parikshit
Indirapuram,
Indirapuram,
GHAZIABAD,
Uttar Pradesh, 201014
LICENSE
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Mutual Fund -
ARN No.
ARN-163873 - Validity -
31-08-2021
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