Harish Naganna - Life Insurance Agents
Member since Mar 7, 2013
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About Me
A Senior Dedicated Wealth Management Professional, having total of 16+ years of rich Business Development Experience in MNC, 8 + yrs in Financial Services Industry.Work Exp with Hindustan Uni Lever; Max New York Life Insurance; ICICI Prudential Life Insurance.(Mutual Funds, Life Insurance, Health Insurance, Financial Planning, Wealth Management). .Perusing CWM (Chartered Wealth Manager)-Board:-(AAFM) (American Academy of Financial Management.), .Perusing CFP (Certified Financial Planner):-Board(FPSB India). .Cleared 4 Modules of CFP:-Risk Analysis and Insurance Planning, Retirement Planning & Employee Benefits, Investment Planning, Tax Planning & Estate Planning. .AMFI Certified: Mutual Funds. .Award in Financial Planning India- The Chartered Insurance Institute UK (CII). .IRDA Certified - Both Life Insurance and General Insurance
About Work Experience
16 Years
Experience & Qualification
Qualification
BSC Physics Graduate
Experience as an Advisor
16 Years
Total work Experience
16 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Tax Consultancy
IPOs, Bonds & NCDs
Housing Loans
Fixed Deposits
Credit Assistance Companies
Affiliations
- Passed 4 Modules of Certified Financial Planners - FPSB India
Awards & Recognition
-
Not Specified
Address
Harish
Radhai Nagari C Building Flat S 4 Pimple,
Saudagar Aundh,
Pune,
Pune,
Maharashtra, 411027
LICENSE
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Mutual Fund -
ARN No.
64135 - Validity -
05-07-2016
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