DIPIKA JOSHI - NPS (National Pension Scheme) Distributors
Member since Mar 2, 2022
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About Me
As a certified mutual fund distributor, I help individuals and families achieve financial goals by recommending the right funds for their needs, whether for wealth creation, tax savings, or long-term security. With [X years] of experience, I focus on understanding your objectives and risk tolerance to create a personalized investment plan.
My client-first approach ensures regular updates, market-aligned strategies, and a commitment to your financial success. Let’s work together to secure a prosperous future.
About Work Experience
With over 7 years of experience in the mutual fund industry, I have developed a deep understanding of investment strategies, financial products, and portfolio management. I have successfully helped clients build, diversify, and grow their investment portfolios by offering tailored mutual fund solutions that align with their financial goals and risk tolerance.
Throughout my career, I have built strong relationships with clients by providing expert guidance, continuous support, and timely insights into market trends. My experience extends across a variety of mutual fund products, including equity, debt, hybrid, and liquid funds. Additionally, I have a proven track record of managing client assets, conducting detailed financial analyses, and adhering to regulatory compliance in a fast-paced and evolving financial landscape.
Key skills include:
1.Strategic financial planning and wealth management
2.Portfolio diversification and risk assessment
3.Client relationship management and advisory
4.In-depth knowledge of mutual fund products and market trends
5.Regulatory compliance and due diligence
I am passionate about helping clients achieve their financial aspirations through responsible investing and personalized advice.
Experience & Qualification
Qualification
M A
Experience as an Advisor
7 Years
Total work Experience
4 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Insurance Brokers
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Financial Education Providers
Gold Saving Plans
Affiliations
- ZERODHA
- ANGEL ONE
- PRUDENT CORPORATE ADVISORY SERVICES
- GENNEXT INSURANCE BROKERS LTD.
- Policybazaar Insurance Brokers Private Limited
Awards & Recognition
-
Not Specified
Address
DIPIKA
117, FIRST FLOOR , BODKE PLAZA ,,
DWARKA CIRCLE,
Dwarka Corner,
Nashik,
Maharashtra, 422011
LICENSE
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Mutual Fund -
ARN No.
164650 - Validity -
06-06-2025
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