Deb Mukherjee - Mutual Fund Advisor in Sibpur, Howrah

Deb Mukherjee - Mutual Fund Distributors

Member since Jun 5, 2022

deb.mukherjee15j@gmail.com

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About Me

AMFI & IRDA accredited Mutual Fund Distributor & Insurance Advisor. Armed with knowledge and technology tool managing over 100 portfolios with meticulous attention and comprehend ongoing economic trend analysis to identify optimum asset allocation for investors. Profile Summary: • Proven track record in developing financial plans to achieve long & short term goals. • Deliver financial services, proposing strategies through ppt presentation in line with individual financial goals on insurance decisions, funding for child college education plan, a dream vacation, buying a car, house or happy retirement life. • Monitor investments and provide recommendations based on current market trend. • Resolve individual service issue and answer queries.

About Work Experience

Core Competencies • Identify & enlighten domestic & HNI individuals through power point presentation about the relevance of financial planning, strategize proper asset allocation, recommend mutual fund schemes to invest after a proper risk-return analysis to meet the financial goals. • Design a tailor-made portfolio solutions by presenting financial products as per requirement with the best budgetary solution through various Mutual Fund Schemes through SIP, STP or SWP in line with individual financial goals like funding for child college education plan, a dream vacation, buying a car, house or happy retirement life. • Research, analyze and re-balance portfolio as per market condition to ensure that investors achieve their long-term financial goals. • Advice for guaranteed income plan through Life Insurance endowment, guaranteed income plan & Term Insurance guaranteed plan. • Educate and reveal the importance of various Health Insurance plans (medi-claim) through power point presentation as per individual requirement.

Experience & Qualification

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