Manoj Acharya - Life Insurance Agents
Member since Jan 20, 2023
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About Me
I am very passionate about Financial world that's always wanting to grow investor money and help in insured investor.
Mutual fund Advisor with 6+ years’ experience of building investor portfolio and make them financial secure.
Service Provided :
Mutual Fund - SIP / Lumpsum
Life Insurance - LIC
Vehicle Insurance
Health Insurance
Website Design & Development
About Work Experience
Simplicity from complex investor requirements, Able to lead large and complex wealth management programme. Communicate with investor to understand their financial goals and objectives, then move to create the portfolio based on Goals
Service Provided :
Mutual Fund - SIP / Lumpsum
Life Insurance - LIC
Vehicle Insurance
Health Insurance
Website Design & Development
Experience & Qualification
Qualification
MCA
Experience as an Advisor
6 Years
Total work Experience
13 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Tax Consultancy
Portfolio Management Schemes
Affiliations
-
Not Specified
Awards & Recognition
-
Appreciated by DSP mutual fund
-
Star performer in LIC
Address
Manoj
A 11 B, Shri Gopal Nagar,
Meenawala,
Panchyawala,
Jaipur,
Rajasthan, 302034
LICENSE
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Mutual Fund -
ARN No.
123635 - Validity -
22-04-2024
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