PANKAJ NERE - Pan Service Providers Distributors
Member since Sep 27, 2018
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About Me
WE ARE 28 YRS EXPERIENCE IN MUTUAL FUND AND INSURANCE
KEY MAN,EMPLOYER EMPLOYEE SCHEME,PARTNERSHIP ,BUSINESS ,LIABILITY HEDGING, UNIT LINKED INSURANCE LIFE INSURANCE ,TERM PLAN,TRADITIONAL PLAN ,GROUP GRATUITY SCHEME
NON LIFE INSURANCE:
HEALTH INSURANCE MEDICLAIM ,CRITICAL ILLNESS &ACCIDENTAL DISABILITY PA COVER,MOTOR ,TWO WHEELER,SHOP KEEPER ,MARINE ,FACTORY ETC
MUTUAL FUND:
GOAL SETTING, RETIREMENT PLANNING,CHILD EDUCATION,MARRIAGE PLANNING,WEALTH CREATION,EARNING TAX FREE INCOME,EMERGENCY FUND,VACATION,DOWN PAYMENT FOR HOUSE ETC
About Work Experience
WE ARE IN THE BUSINESS OF FINANCIAL CONSULTANCY AND WEALTH MANAGEMENT FROM LAST 28 YRS
2500+ SATISFIED CUSTOMERS
Experience & Qualification
Qualification
MBA MARKETING
Experience as an Advisor
28 Years
Total work Experience
28 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Post Office Schemes
Tax Consultancy
Real Estate Brokers
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
Housing Loans
Personal Loan
Education Loan
Financial Education Providers
Gold Saving Plans
Will Writing Services
Loan Against Property
Consumer Finance
Property Management Services
Fixed Deposits
Affiliations
- INDIAN FINANCIAL PROFESSIONAL LIFE MEMBER
- PAST ROTARY CLUB OF NASHIK MIDTOWN PRESIDENT
- MAHARASHTRA CHAMBER OF COMMERCE AND AGRICULTURAL
- MEMBER EDUCATION COMMITTEE
- GUNTAVNUK PRATINIDHI VIKAS SANSTHA SECRETARY
Awards & Recognition
-
MILLION DOLLAR ROUND TABLE UNITED STATE OF AMERICA QUALIFIER
-
MD RT QUALIFIER 13 TIMES
-
CHAIRMAN'S CLUB MEMBERS LAST 19 YRS LIC OF INDIA
-
CROREPATI TOP PERFORMER AWARD
Address
PANKAJ
PLOT NO 24 SHOP NO 3 SURYACHHAYA NERE PARK,
YASHAWANT COLONY NR.MODEL COLONY COLLEGE ROAD,
Canada Corner,
Nashik,
Maharashtra, 422005
LICENSE
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Mutual Fund -
ARN No.
10234 - Validity -
01-11-2021
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