Pushkar Shah - Life Insurance Advisor in Bajirao Road, Pune

Pushkar Shah - Life Insurance Agents

Member since Sep 2, 2020

About Me
I am Pushkar Shah, an Alumni of The National Institute of Securities Markets (NISM) and the founder of my firm Proton Wealth where we offer all the personal finance and investing solutions through various products like mutual funds, fixed income, equities, and Life Insurance all under one roof. I have previously worked at Angel Broking as an Assistant Manager for their Wealth Management Operations.
About Work Experience
We have a goal oriented approach for planning investments through mutual funds, fixed income, Life Insurance and help clients get better risk adjusted returns as we believe in having a strong investment process that respects the risk and expectations for investors without sole focus of trying to earn a higher return at the cost of risking clients hard earned money. We possess various NISM certifications like Research Analyst, Merchant banking, Investment advisers,etc.
Experience & Qualification
Qualification
PGPSM, B.Com
Experience as an Advisor
4 Years
Total work Experience
3 Years
Services and Advisory Offered
  • Mutual Fund

  • Life Insurance

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
Pushkar

202, Vardhaman Heights,
Bajirao Road, Nr Hotel Ganaraj,
Bajirao Road,
Pune,
Maharashtra, 411002

LICENSE

  Mutual Fund - ARN No. 159443 - Validity - 03-12-2021

  Life Insurance - IRDA No. BSLLH5910 - Validity - 11-03-2025

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