Formal Education
B Com
Industry Education
NISM VA , IRDA
Professional Education
QPFP, CFP
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
You may request for ANY ONE of the above services free of cost from the member to experience their service & expertise.
Drop in a quick message and member will get back to you at the earliest.