About Me
We at Saanvi Financial Services aim to make this positive difference in your life. Working together, we can help you to simplify the complexities by focusing on your financial well-being with a holistic, long-term approach.
About Work Experience
Incorporated in the 2015, with 200+ satisfied customers, we are driven by our strong passion to ensure the financial well-being of all our customers. We will help you to achieve your financial objectives with the right asset class and product exposure, all stitched together smartly by our experienced and highly qualified team.
We are certified mutual fund distributors recognized by the AMFI (Association of Mutual Funds in India) , Insurance advisors recognised by the IRDAI (Insurance Regulatory and Development Authority of India) and also certified in Equity and Derivatives by NISM (National Institute of Securities Markets).You will enjoy single window access to a wide range of financial products, including mutual funds, equities, ETFs, bonds, FDs, PMS, NPS, loans against mutual funds and insurance, adequate to help meet your diverse financial objectives.
Experience & Qualification
Qualification
BCOM
Experience as an Advisor
7 Years
Total work Experience
7 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Portfolio Management Schemes
Pan Service Providers
IPOs, Bonds & NCDs
Financial Education Providers
Gold Saving Plans
Technical & Research Analysis