Shreeji Insurance & Investment Consultant - Pan Service Providers Distributors
Member since Mar 7, 2013
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About Me
We provides Need based; Unbiased & Fair Financial / Investment solutions to our clients . We believe in education first of each products to our clients then buisness. We first analysis client Income ; Age ; Liabilities ; Short term /Long term goals & Mainly his/her Risk taking abilities & Budget then suggest them Investment products as per suitability with above factors. We have Tax saving solutions ; Children education/ Retirement Planning solutions ; All mutual funds ; SIP"S; Insurance products & Solutions from LIC; ICICI PRU; HDFC LIFE; TATA ; EDLEWISE TOKIYO etc ; ULIP PLANS ;Term plans Company FD"S; PAN CARD services etc..
About Work Experience
I have total around 12 yrs experience in Selling Mutual funds; SIP"S; having AUM of more then 15 Cr .Also having experience in Selling LIC products; ULIP / TERM plans of Pvt companies like HDFC LIFE; ICICI PRUDENTIAL; TATA etc ; So many company FD"s like HDFC; MAHINDRA; BAJAJ FINANCE ; etc.We have more then 500 satisfied clients. We Believe in investor education & best door step after services .
Experience & Qualification
Qualification
IRDA & AMFI approved Adv..
Experience as an Advisor
12 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Insurance Brokers
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Education Loan
Financial Education Providers
Will Writing Services
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Shreeji Insurance & Investment Consultant
B7 NUTAN MAHESHWAR SOCIETY,
OPP VARDHMAN APPT, Subhanpura,
Subhanpura,
Vadodara,
Gujarat, 390023
LICENSE
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Mutual Fund -
ARN No.
89648 - Validity -
17-04-2019
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