About Me
Mr. Sameer Mukherjee is a dynamic Chartered Wealth Manager (USA), MBA (Mkt), B.Sc (Statistics). The CWM organized by worldwide financial and standard professionals who offer exclusive and certified designations along with chartered and masters certifications to candidates who are capable of meeting high standards. Besides wealth management he is having an in depth knowledge of Market Intelligence Services. He is having 17 plus years of expertise with companies like Bajaj Allianz Life Insurance Company, Reliance Nippon Life Insurance Company, Aviva Life Insurance Company, Bare Internationals, HS Brands Internationals Cipla Ltd., APTECH etc.
Having a good control and experience in Market Intelligence with multinationals makes him an experienced market research analyst. He is associated with several international associations.
About Work Experience
He is having 17 plus years of expertise with companies like Bajaj Allianz Life Insurance Company, Reliance Nippon Life Insurance Company, Aviva Life Insurance Company, Bare Internationals, HS Brands Internationals Cipla Ltd., APTECH etc.
Experience & Qualification
Qualification
Chartered Wealth Manager
Experience as an Advisor
18 Years
Total work Experience
14 Years
Services and Advisory Offered
Mutual Fund
General Insurance
Post Office Schemes
Tax Consultancy
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
Housing Loans
Personal Loan
Education Loan
Financial Education Providers
Gold Saving Plans
Will Writing Services
Gold Loan
Loan Against Property
Consumer Finance
Technical & Research Analysis
Fixed Deposits