Ajay Kumar - Mutual Fund Distributors
Member since Jul 26, 2024
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About Me
A SEBI registered Mutual Fund Distributor and an IRDAI registered Insurance Advisor helping clients make the right choice from a large variety of investment options. I help investors choose the right fund that reflects their risk-appetite and investment goals and also the right insurance product that provides the financial protection suitable for their needs.
About Work Experience
My clients have made substantial savings in terms of fees by choosing the right mutual funds to invest into. Similarly, they have been able to get the right insurance product that helped them during the times of their needs. I manage everything for my client including helping them open the required accounts, processing the paperwork, handling queries and also educating them about their investment and insurance needs. My clients focus on their personal and professional life while I handle the investing and insurance needs for them. Speak with me today to understand how I can help you with your financial goals.
Experience & Qualification
Qualification
PGDBM
Experience as an Advisor
1 Years
Total work Experience
20 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Online Tax Return Filing
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Education Loan
Gold Loan
Fixed Deposits
Affiliations
- Motilal Oswal Financial Service
- Bajaj Finserve
- ICICI Prudential Life Insurance Company
- ICICI Lombard general Insurance Company
Awards & Recognition
-
Not Specified
Address
Ajay
22 Palace Cross Road Gayathri Apartments,
Vasanth Nagar,
Vasanth Nagar,
Bangalore,
Karnataka, 560061
LICENSE
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Mutual Fund -
ARN No.
291034 - Validity -
09-03-2027
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