About Me
I’m Sakshar Khurana, an AMFI-registered Mutual Fund Distributor based in Panipat, Haryana. I specialize in helping individuals and families make smart investment decisions through SIPs, mutual funds, health and term insurance. I focus on building trust and simplifying finance for first-time and low-literacy investors by offering personalized guidance in Hindi and English. My core belief is that financial advice should be transparent, goal-oriented, and rooted in the client’s long-term well-being.
About Work Experience
I’m Sakshar Khurana, an AMFI-registered Mutual Fund Distributor based in Panipat, Haryana, with over 3 years of experience in the financial services industry. I assist individuals and families in building wealth through SIPs, mutual funds, term and health insurance, and financial goal planning. My focus is on simplifying investments for first-time investors and those with limited financial knowledge, offering personalized support in both Hindi and English.
With a strong foundation in trust, transparency, and client education, I aim to make financial goal planning accessible and stress-free for everyone.
Experience & Qualification
Qualification
B.Tech
Experience as an Advisor
3 Years
Total work Experience
3 Years
Services and Advisory Offered
Mutual Fund
IPOs, Bonds & NCDs
Financial Education Providers
Loan Against Property
Fixed Deposits