Aajay Beell | Chessy Finops Pvt Ltd | Kolkata

Aajay Beell

Ethics Oath
Chessy Finops Pvt Ltd
Kolkata
QPFP, CFP
12 Years of Experience
QPFP ®Certificant
Contact Aajay
about

Empower peoples for peaceful investing and do joyful spending

education completed

Formal Education

B Com

Industry Education

NISM VA , IRDA

Professional Education

QPFP, CFP

PRACTICE INFORMATION

Professional Experience

12 Years of Experience

Families Served

368 Families Served

Assets Managed

216 Crores

Ideal Clients

The Mass Affluent segment, consisting of clients with investible surpluses between Rs 25 lakhs and Rs 1 crore"

Nature of Earnings

Comissions

Work Address

1 R.N.Mukherjee Road , Martin Burn , 3rd floor , Suit no - 306, Kolkata - 700001

Service Delivery Model

Physical Meetings, Online Meetings, Hybrid - Online + Physical Meetings

products and solutions offered
Solutions Offered
  • Children Education & Marriage
  • Financial Life Organizing
  • Financial Risk Management
  • Goal-based Investing
  • House Purchase
  • Investment Advisory
  • Retirement Consultancy
  • Tax Saving Solutions
  • Wills, Trusts & Succession
  • Financial Education
products offered
  • Deposits & Bonds
  • General Insurance
  • Health Insurance
  • Life Insurance
  • Mutual Funds
  • P2P Investments
  • PMS & AIFs
licenses held
  • AMFI Mutual Fund Distributor
  • IRDA Life Insurance Agent
Complimentary Services
  • Financial Goals Analysis
  • Financial Health Check-up
  • Financial Info & Docs Organizing
  • Insurance Portfolio Review
  • Mutual Fund Portfolio Review
  • Retirement Planning
  • Financial Education

You may request for ANY ONE of the above services free of cost from the member to experience their service & expertise.

Contact/Book An Appointment with Aajay

Drop in a quick message and member will get back to you at the earliest.