INFINITE WEALTH SERVICES  - Post Office Schemes Advisor in Bhayandar East, Mumbai

INFINITE WEALTH SERVICES - Post Office Schemes Distributors

Member since Apr 20, 2023

About Me
I Ritesh Kumar Sahu founder of INFINITE WEALTH SERVICES. I have experience of managing many clients’ Wealth Portfolio worth AUM of INR 1000 crores in my working tenure with different Financial institutions. Client of different categories like HNI, Ultra HNI, NRI, Companies Top Management along with Business & Salaried clients had benefited from my advice regarding Wealth Management and grown their Wealth. I believe in customizing the Portfolio as per the client needs and requirements, also helps clients with valuable inputs regarding Tax saving options, Legacy Planning & comprehensive Wealth Management Solutions. Business Experience I have vast 15 years of experience spread over Banking & Private Wealth management. Prior to start “INFINITE WEALTH SERVICES” I had worked as Middle Management roles with MNC & Nationalize Bank i.e. HSBC Bank, Standard Chartered Bank & YES Bank (AVP role). I also worked with NBFC like Anand Rathi as DVP at Mumbai office. I have done graduation in Bachelor of Technology (Computer Technologies) from Priyadarshini Engineering and Architecture College, Nagpur, followed by Post Graduate Program in Management from Indira Institute of Management, Pune and now a certified Mutual Fund Distributor and MAX LIFE Insurance Agency Manager.
About Work Experience
I have vast 15 years of experience spread over Banking & Private Wealth management. Prior starting “INFINITE WEALTH SERVICES” I had worked as Middle Management roles with MNC & Nationalize Bank i.e. HSBC Bank, Standard Chartered Bank & YES Bank (AVP role). I also worked with NBFC like Anand Rathi as DVP at Mumbai office. I have done graduation in Bachelor of Technology (Computer Technologies) from Priyadarshini Engineering and Architecture College, Nagpur, followed by Post Graduate Program in Management from Indira Institute of Management, Pune. Presently I am a certified Mutual Fund Distributor and LIFE Insurance Agency Manager for BAJAJ Alliance, TATA AIG HDFC LIFE ICICI PRUDENTIAL LIFE and all other Life insurance co. including Health Insurance Mediclaim and General Motor Insurance services. Loan against Shares Bonds and higher interest rate Fixed Deposits. I Ritesh Kumar Sahu founder of INFINITE WEALTH SERVICES. I have experience of managing many clients’ Wealth Portfolio worth AUM of more than INR 1000 crores in my working tenure with different Financial institutions. Client's I have created portfolio are from different categories like HNI, Ultra HNI, NRI, Companies Top Management along with Business owners & Salaried clients had benefited from my portfolio services regarding Wealth Management and grown their Wealth. I believe in customizing the Portfolio as per the client needs and requirements, also helps clients with valuable inputs regarding Tax saving options, Legacy Planning & comprehensive Wealth Management Solutions.
Experience & Qualification
Qualification
Ex-Banker- YESBANK, HSBC,..
Experience as an Advisor
15 Years
Total work Experience
15 Years
Services and Advisory Offered
  • Mutual Fund

  • Insurance Brokers

  • Post Office Schemes

  • Tax Consultancy

  • Real Estate Brokers

  • Portfolio Management Schemes

  • NPS (National Pension Scheme)

  • IPOs, Bonds & NCDs

  • Housing Loans

  • Gold Saving Plans

  • Will Writing Services

  • Gold Loan

  • Technical & Research Analysis

  • Property Management Services

  • Fixed Deposits

Affiliations
    Not Specified
Awards & Recognition
  • Certified Mutual fund Distributor, Insurance planner .

  • Received awards AMEX, HSBC, SCB YESBANK ETC

Address
INFINITE WEALTH SERVICES

Services provided Within India & Abroad,
Online Platform for investment,
Bhayandar East,
Mumbai,
Maharashtra, 401105

LICENSE

  Mutual Fund - ARN No. 262563 - Validity - 24-01-2026

  Insurance Brokers - 43698 - Validity - 01-04-2033

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