sambeet pattnaik - pan service providers Distributors
Member since Nov 27, 2014
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About Me
Wide experience in advisory and financial product offering,financial planning,Tax planing,Retirement planning,Child Higher education and marriage planing and other investment products and insurance.
About Work Experience
Prior working experience in stock broking ad share trading and other financial product.Now vast experience in Mutual fund,NCD,Debt fund,IPO,Portfolio management,and all types of Financial Planning for clients.
Experience & Qualification
Qualification
B.Com,MBA
Experience as an Advisor
10 Years
Total work Experience
7 Years
Services and Advisory Offered
Mutual Fund
Portfolio Management Schemes
Pan Service Providers
IPOs, Bonds & NCDs
Housing Loans
Fixed Deposits
Affiliations
- AMFI,NISM,IRDA
Awards & Recognition
-
Not Specified
Address
sambeet
Key2wealth Financials,CRP Square,Nayapalli,
In front of Indira Maiadan,
Nayapalli,
Bhubaneswar,
Orissa, 751012
LICENSE
|
Mutual Fund -
ARN No.
94318 - Validity -
18-02-2020
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