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Satyajeet Das - Life Insurance Advisor in Saddu, Raipur

Satyajeet Das - Life Insurance Agents

Member since Feb 17, 2024

 9522556639
 dasjeetsatya@gmail.com
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About Me
With over 20 years of experience, I a seasoned professional in financial planning, mutual fund distribution, retirement planning, and trading. As a Certified Financial Planner (CFP) and Mutual Fund Distributor, I bring a wealth of knowledge to help clients navigate their financial goals. Prior to this, I have spent 17 years in the banking industry, handling various profiles. I am dedicated to helping clients achieve financial success through strategic planning and personalized solutions.
About Work Experience
With over 20 years of experience, I a seasoned professional in financial planning, mutual fund distribution, retirement planning, and trading. As a Certified Financial Planner (CFP) and Mutual Fund Distributor, I bring a wealth of knowledge to help clients navigate their financial goals. Prior to this, I have spent 17 years in the banking industry, handling various profiles. I am dedicated to helping clients achieve financial success through strategic planning and personalized solutions.
Experience & Qualification
Qualification
PGDBM
Experience as an Advisor
20 Years
Total work Experience
5 Years
Services and Advisory Offered

  • Mutual Fund

  • Life Insurance

  • General Insurance

  • Tax Consultancy

  • Online Tax Return Filing

  • Certified Financial Planner (CFP)

  • Share Trading & Demat

  • Commodties Trading

  • Portfolio Management Schemes

  • NPS (National Pension Scheme)

  • IPOs, Bonds & NCDs

  • Housing Loans

  • Personal Loan

  • Education Loan

  • Financial Education Providers

  • FOREX Trading

  • Will Writing Services

  • Fixed Deposits

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
Satyajeet

House No 100 Avinash Capital Home Phase 2,
Saddu,
Saddu,
Raipur,
Chhattisgarh, 492007

LICENSE

  Mutual Fund - ARN No. 185790 - Validity - 21-07-2024

  Life Insurance - IRDA No. HDFI2109210169 - Validity - 19-11-2025

  General Insurance - IRDA No. ITGI1107220016 - Validity - 16-07-2025

  Certified Financial Planner (CFP) - FPSBI No. IN152729 - Validity - 31-12-2050

  Share Trading & Demat - 2200159558 - Validity - 31-12-2050

  Commodties Trading - 2200203955 - Validity - 21-07-2025

  FOREX Trading - 2200124691 - Validity - 31-12-2050

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