RJ FINANCIALS - Pan Service Providers Distributors
Member since Aug 21, 2013
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About Me
I am having client base of more than 3000 clients, which shows trust of Investors on me. Having highest SIP book and also Highest Asset Under Management in the district.
About Work Experience
I am Biggest Individual Mutual Fund Distributor of Porbandar District, Managing more than 3000 clients in Various Financial Products which includes Life Insurance, Health Insurance, Corporate FDs, Pvt. and Govt. Bonds, Shares, PMS. IPO, NPS etc.
Experience & Qualification
Qualification
B.Sc
Experience as an Advisor
25 Years
Total work Experience
17 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Personal Loan
Gold Saving Plans
Fixed Deposits
Affiliations
- Certified by AMFI for Selling Mutual Fund Products
- Authorized by IRDA for Selling Insurance Products
- Attended Various Seminars and Tranings for Financial Planning
Awards & Recognition
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Biggest Mutual Fund Advisor of Porbandar District.
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Became MDRT in Life Insurance
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Hold top club membership in Many AMC
Address
RJ FINANCIALS
RJ FINANCIALS,
1ST FLOOR, OPP M G ROAD, NR. FRIENDS PETROLEUM,
Porbandar,
Porbandar,
Gujarat, 360575
LICENSE
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Mutual Fund -
ARN No.
27799 - Validity -
28-02-2018
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