Vivek Satam - Mutual Fund Advisor in Churchgate, Mumbai

Vivek Satam - Mutual Fund Distributors

Member since Feb 22, 2024

About Me
Namaste! I'm Vivek Satam, your dedicated partner for financial solutions. As your Mutual Fund Distributor, Life & Health Insurance Advisor, Children's Education Planner, and Retirement Planner, I guide you in investing wisely, securing your family's future, planning for your children's education, and ensuring a comfortable retirement. Together, we craft personalized strategies aligned with your unique goals. I provide tailored investment options, prioritizing your family's financial security. Trust me as your Children's Education Planner and Retirement Planner to navigate these milestones with expert guidance. Let's embark on a financial journey, building a secure and prosperous future for you and your loved ones.
About Work Experience
I worked in Corporate
Experience & Qualification
Qualification
MBA Marketing
Experience as an Advisor
22 Years
Total work Experience
8 Years
Services and Advisory Offered
  • Mutual Fund

  • Life Insurance

  • General Insurance

  • Portfolio Management Schemes

  • NPS (National Pension Scheme)

  • IPOs, Bonds & NCDs

  • Financial Education Providers

  • Gold Saving Plans

  • Fixed Deposits

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
Vivek

77, Veer Nariman Rd,
Churchgate,
Mumbai,
Maharashtra, 400020

LICENSE

  Mutual Fund - ARN No. 188238 - Validity - 13-10-2024

  Life Insurance - IRDA No. I-131103L1434607 - Validity - 10-10-2024

  General Insurance - IRDA No. I-131103L1434607 - Validity - 10-10-2024

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