Chitrayu Finvest & IMF LLP - General Insurance Agents
Member since Jan 11, 2022
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About Me
Chitrayu Finvest & IMF at Jaipur(India).
We ask you about your goals, your ambitions, your concerns, your needs and your hopes so that
we can do a strategic financial planning for fill up the gap between present and future goals, to deliver the investment
performance, strategic advice and client service that you deserve.
We provide a comprehensive range of private wealth services to the wealthiest and successful families, Business, entrepreneurs, foundations and charitable Trusts.
In an environment where short-term thinking often dominates, our long-term
perspective sets us apart.
We believe preservation-First is the right approach to managing wealth.
An objective long-term
perspective on investing, structuring and safe guarding assets, to preserve and grow our clients’ wealth.
Chitrayu Finvest & IMF help investors to come closer to India as preferred investment destination.
We Discussed, Advised, Invest and serve on
your behalf, we at Chitrayu Finvest & IMF begin with a simple but important step:
We listen—to you. We want to make a clear difference, with compared to traditional market players in marketplace.
We take personal Satisfaction is helping our client succeed.
That is Chitrayu Finvest & IMF in a NUT SHELL.
About Work Experience
Being into Retail Banking & Wealth Management with the major organizations, I have gathered potential knowledge to different areas in banking such as Customer Risk Tolerance, AML, Sanction, Team Management, Customer Relationship, Wealth Management, Customer & Country Risk profiling, Account services, Customer satisfaction & Marketing Management.
Maintain client base (high net-worth clients with more than INR 30, 00,000+ relationships with bank) and recommend various investments and estate plans.
Conducted periodic risk analysis and evaluation for Provision for Loan Loss (PLL).
? Managing the verity of Products as per the customer requirement like:
* Alternate Assets like: Structure Products, Private Equity, Real Estate Funds.
* Equity like: PMS, IPO, Pre-IPO, NFO, Mutual Fund
* Life Insurance like: Term, Endowment, ULIP
* General Insurance lile: Motor, Travel, Health, Home, Business.
* Business Loans & Limits like: Home Loan, IPO Funding, Esop Funding, Gold loan
* Treasury, Retail Forex, Multi-currency Cards etc.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
20 Years
Total work Experience
15 Years
Services and Advisory Offered
Mutual Fund
General Insurance
Certified Financial Planner (CFP)
Share Trading & Demat
Portfolio Management Schemes
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Gold Saving Plans
Gold Loan
Loan Against Property
Technical & Research Analysis
Share Tips & Trading Tools
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Chitrayu Finvest & IMF LLP
SK 43 RAJAT PATH RAJGURU SHOPPING CENTRE,
MANSAROVAR JAIPUR,
Mansarovar,
JAIPUR,
Rajasthan, 302020
LICENSE
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Mutual Fund -
ARN No.
40694 - Validity -
20-09-2023
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