Nanda Finserv - Mutual Fund Advisor in Jajpur Road Rs, Jajpur Road

Nanda Finserv - Mutual Fund Distributors

Member since Sep 26, 2024

9435144539

nandafinserve@gmail.com

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About Me

Nanda Finserv, was founded in 2016, with the idea of spreading financial literacy around us and to provide complete personal finance solutions in a transparent and ethical manner. Rampant mis selling & unsuitable product offerings resulted in clients losing lot of wealth & in turn the faith in market linked products. Having seen the same, we felt that continuous financial education, Goal based investing & correct product fit are the three things that cud remove the pain points & the negative experience the investors faced in their journey of planning their personal finance. We believe that each client is unique and has a distinct set of goals and aspirations. Therefore post assessing the risk profile of the client, do we provide the products that are the best fit to achieve their goals. We have developed our own proprietory GOAL E.T.C model ( GOAL – Evaluate, Track & Complete), which ensures that each and every realistic Goal is met ….. with a “Client First” approach,

About Work Experience

Have been associated with Capital Markets for over 30 years, with Mutual Fund Domain experience of over 25 years. Prior to starting our Mutual und Distribution, we were employed with one of the leading AMC for nearly 15 years.

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