Mohit Jain - Life Insurance Agents
Member since Sep 7, 2015
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About Me
I am a technical background guy who has great interest in knowing about personnel finance and financial planning. through my services i want 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. i would be very happy if could be able to help them with my efforts and knowledge.
About Work Experience
I have 10+ years of experience in life insurance , health insurance, mutual fund , recently added shares advisory also to my portfolio , so that i can effectively serve all my clients.
Experience & Qualification
Qualification
B.Tech, MBA, Actuarial sc..
Experience as an Advisor
11 Years
Total work Experience
11 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Financial Education Providers
Loan Against Property
Consumer Finance
Affiliations
- AMFI certified
- IRDAI certified
Awards & Recognition
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Sprint achiever award from ICICI prudential
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Silver club member from ICICI prudential
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IRDA licence for life and General insurance
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MDRT Qualifier from HDFC life Insurance
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2 times Mumbai qualifier from Prudent corporate
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SPC qualifier from HDFC life
Address
Mohit
Landcraft,
Golflinks,
Kavi Nagar,
Ghaziabad,
Uttar Pradesh, 201002
LICENSE
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Mutual Fund -
ARN No.
103429 - Validity -
01-07-2023
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