SimpleSIP - Life Insurance Agents
Member since Oct 11, 2018
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About Me
SimpleSIP is a financial advisory and financial planning firm, with the sole objective to help retail investors plan for their future through Systematic Investment Plans, and achieve their financial goals
About Work Experience
A total work experience of over 16 years in the financial services industry, with reputed institutions like ICICI Bank, Standard Chartered Bank, and UTI Mutual Fund. Worked as Vice President with UTI Mutual Fund for 9 years, before starting on own in 2017. A Company Secretary by qualification, we aim to provide total financial planning to our investors.
Experience & Qualification
Qualification
Company Secretary, M Com
Experience as an Advisor
16 Years
Total work Experience
2 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Portfolio Management Schemes
NPS (National Pension Scheme)
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
SimpleSIP
225, Green Elina,
Anandmahal Road,
Adajan,
Surat,
Gujarat, 395009
LICENSE
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Mutual Fund -
ARN No.
120779 - Validity -
23-03-2020
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