About Me
At Balaji Capital, we adopt a structured and disciplined advisory approach and provide you portfolio solutions which meet your desired financial goals and milestones.
At Balaji Capital, we offer you a complete range of solutions that complement our advisory services. The range includes a combination of best of breed proprietary and non proprietary (third party) products. The approach is to recommend you product solutions within your overall asset allocation in an unbiased manner after evaluating all the options available in the market.
Work with us to develop a wealth creation and protection plan that provides you with the best chance to reach your financial goals according to your specific needs and comfort levels. Our estate planning, insurance, and wealth management expertise will put you in the best position to succeed while allowing you to maximize your time devoted to focusing on the pursuits that are most important to you.
We offer following specific solutions to our clients:-
• Investment Advisory Services MF,
• Fixed Deposits,
• Equity Shares
• Life and General Insurance ( All Industrial Insurance Like Fire, Marin, Liability & High End Vehicals )
About Work Experience
STAR HEALTH MEDICLAIM CLUB MEMBERSHIP - VP
RELIGARE HEALTH CLUB MEMBERSHIP - ZONAL LEVEL
ICICI PRUDENTIAL MUTUAL FUND - CLUB MEMBERSHIP
Experience & Qualification
Qualification
B A
Experience as an Advisor
20 Years
Total work Experience
15 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
NPS (National Pension Scheme)
Housing Loans
Loan Against Property
Consumer Finance
Fixed Deposits