Soumili Chakraborty - Portfolio Management Schemes Distributors
Member since Aug 16, 2016
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About Me
Independent Financial Advisor dealing in all Mutual Funds. Having rich experience of more than 13 years in recommending Mutual Funds as asset class to meet financial goals of my clients.
Also dealing with retirement planning, insurance recommendations as per risk profile according to age and needs and goals of my clients.
I am servicing to more than 150 clients in and outside Haridwar.
About Work Experience
Independent Financial Advisor dealing in all Mutual Funds. Having rich experience of more than 13 years in recommending Mutual Funds as asset class to meet financial goals of my clients.
Also dealing with retirement planning, insurance recommendations as per risk profile according to age and needs and goals of my clients.
I am servicing to more than 150 clients in and outside Haridwar.
Experience & Qualification
Qualification
MSC Economics
Experience as an Advisor
13 Years
Total work Experience
13 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Online Tax Return Filing
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Soumili
sector-5b,
Bhel,
Haridwar,
Uttarakhand, 249403
LICENSE
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Mutual Fund -
ARN No.
99235 - Validity -
20-11-2023
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