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.
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