ANAND PANDEY - Mutual Fund Distributors
Member since Apr 22, 2026
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About Me
I am an AMFI Registered Mutual Fund Distributor (ARN Holder) with over 10 years of experience in mutual funds and insurance, based in Lucknow. I specialize in goal-based financial planning, SIP strategies, and long-term wealth creation. My approach focuses on disciplined investing, transparency, and helping clients achieve financial security with confidence.
About Work Experience
I have a total of 20 years of experience in the financial sector. I started my career in the Banking Sector, where I gained strong knowledge of financial services and client handling. Following that, I have over 10 years of experience in Insurance and Mutual Fund advisory.
With this combined experience, I help clients with financial planning, SIP & lump sum investments, and insurance solutions. My focus is on providing the right guidance, maintaining transparency, and building long-term relationships for wealth creation and financial security.
Experience & Qualification
Qualification
Bachelor of Arts
Experience as an Advisor
10 Years
Total work Experience
20 Years
Services and Advisory Offered
Mutual Fund
Affiliations
- AMFI Registered Mutual Fund Distributor,IRDA Licensed Insurance Advisor, Prudent Corpo
Awards & Recognition
-
MISSION 2 CRORE 2015-2016 / CORPORATE TROPHY -2016,
Address
ANAND
1 st FLOOR BHALLACHEMBER,
PARKROAD,
Hazratganj,
Lucknow,
Uttar Pradesh, 226001
LICENSE
|
Mutual Fund -
ARN No.
133450 - Validity -
31-12-2026
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