Sudip Dutta - Mutual Fund Advisor in Haltu, Kolkata

Sudip Dutta - Mutual Fund Distributors

Member since Apr 30, 2014

9830510546

sudip_mfa@yahoo.co.in

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About Me

My role as a Certified Financial Guardian is not to simply sell a financial product to you. We try to match the right solution to the client’s needs and desires and ensure to receives an exceptional service experience. As a Certified Financial Guardian, the objective is to help clients achieve their goals and dreams with perfect Asset Allocation. My role as a Health Insurance Advisor is to understand the client’s profile/ demography, requirements and basis which suggest the insurance coverage. Serve as the consumer's advisor in dealing with insurance companies. This involves servicing claims

About Work Experience

MUTUAL FUND INVESTMENT Though we are associated with all Mutual Fund Companies in India, we are not biased in any Company for commission. We provide customised solution for each customer. We have different type of mutual funds in our basket, Such as : In Equity Mutual Funds : Large Cap Mutual Funds Mid Cap Mutual Funds Small Cap Mutual Funds Multi Cap Funds Multi Asset Class Equity Hybrid Fund Dynamic Asset Allocation Tax Savings Funds(ELSS) Retirement Benefit Funds Schemes with Insurance Protection In Debt Mutual Funds : Liquid Funds Ultra Short Term Funds Money Market Funds Short Term Debt Funds Medium Duration Funds Long Duration Funds Fixed Maturity Plan Debt Hybrid Fund Other than Mutual Fund Products we provide below services at free of cost : 1. Online KYC 2. Any time online investment from secured platform of NSE without DEMAT. 3. Portfolio Login APP to view current status from your mobile. 4, Mutual Fund Portfolio Review and Re-balancing 5. Asset Allocation - Risk Based and Goal Based 6. Research based Alpha Creation SIP Investment. 100% success in long term. APOLLO MUNICH HEALTH INSURANCE 1. Optima Restore 2. Health Wallet 3. Easy Health 4. Optima Vital 5. NEW iCan Cancer Insurance 6. Dengue Care Plan 7. Optima Cash - Daily Hospital Cash Plan 8. Optima Plus - A Top Up Plan 9. Maxima - Our Comprehensive Plan That Covers For The Little Illnesses Too. 10. Optima Super – Aggregate Top up Plan 11. Optima Vital- The critical Illness Plan 12. Energy – The Sweetest Thing for people living with Diabetes 13. Travel Insurance 14. Personal Accident

Experience & Qualification

Qualification