AMFI (Association of Mutual Funds in India) Registration Number : ARN-51568
Passed IRDA (Insurance Regulatory and Development Authority) exam for General Insurance and Life Insurance Advisors
Years of Experience in Mutual Funds
Years of Experience in Life Insurance
Years of Experience in Medical Insurance
Years of Experience in Tax Planning and IT Returns
Passed NISM (National Institute of Securities Market) exam Module VA. (for Mutual Fund Distributors)
Passed IRDA (Insurance Regulatory and Development Authority) exam for General Insurance and Life Insurance Advisors.
42+ Years of Experience
50% of my clients are from outside Bhilai, Chhattisgarh, where I am based. Out of those 50%, 20% are those whom I have never met face to face. They are in touch with me on WhatsApp, email, or Mobile. The rest 30%, I have met once.
My clients have not lost money even during the 36% market slide of 2020 covid pandemic. On the contrary they have benefited from it.
None of my clients have lost money even when investment horizon was truncated by them (e.g. Invested for 10 years and withdrew after 4 years). They have got more than the bank returns.
Objective or goal based investment advice, including the quantum of savings vis-à-vis his / her monthly / yearly income.
Advise the most profitable option for the client, based on the client's educational, professional and family background and risk profile. No false hopes, illusions, or dreams.
Return projections are never inflated, even though looking unsavory. Return projections are always realistic.
Active investment management, and timely corrective steps initiated as and when required.
None of my clients have lost money even when investment horizon was truncated by them (e.g. Invested for 10 years and withdrew after 4 years). They have got more than the bank returns.
