Malewar Mutual Funds - Portfolio Management Schemes Distributors
Member since Nov 21, 2021
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About Me
We are thrilled to share that Mutual Fund Services are now accessible both in-person and online. You can contact us via phone text or any social media platform. Our goal is to provide you with top-notch services and the ideal mutual fund choices tailored to your requirements. In today's world time is limited and everyone seeks to make the most of their hard-earned money through smart investments. Investments should be made wisely focusing on options that have low risk and good returns. It's also important that these investments can be easily accessed when needed.
About Work Experience
I have been MBA from ICFAI University, Sikkim, majoring in Finance. Managing Director in MANSHRI AGRO PRIVATE LIMITED managing agriculture services and working as MD&CEO in Malewar Mutual Funds & Insurance here we assess a client’s income expenses and investments to provide tailored advice that meets their unique needs.
By offering support in budgeting investing and risk management financial services empower clients to make informed decisions about their finances. Ultimately effective financial planning leads to greater financial stability and peace of mind. .
I have great thinking about how should live a life with Financial Planning . having good experience in the Investment and Insurance Industry, has been worked in SBI Life Insurance Company Limited as a Unit Manager. I feel so happy to aware and do understand people about importance of investment and their future needs.
I would urge to assist once our service to understand investment importance and future goal as well as understand all financial product which is available in the market. it is very important to understand how to choose the investment product accord to our needs and financial goals.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
8 Years
Total work Experience
8 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Online Tax Return Filing
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Personal Loan
Loan Against Property
Share Tips & Trading Tools
Fixed Deposits
Affiliations
- Certified by National Institute of Security Market
- Cert. by NISM & FIMMDA Overview of Indian debt Mar
- Certified by NISM Intro to Fixed Income Securities
- Cert. by SBIMF Investor & their Financial goals
- Cert. by SBIMF Overview of Indian debt Market
- Cert. by SBIMF Debt Market In detail
Awards & Recognition
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AMFI Registered Mutual Fund Distributor
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Registered POSP for General & Life Insurance
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Member of BSE StAR MF Platform
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Registered Partner for Fixed Deposit & NPS
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Registered Partner for Non Convertible Debentures
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Registered Partner for Loan Against MFs/Shares
Address
Malewar Mutual Funds
House No 327 At Pipra Post Mitewani,
Ta Tumsar,
Tumsar,
Bhandara,
Maharashtra, 441912
LICENSE
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Mutual Fund -
ARN No.
ARN-146229 - Validity -
11-07-2027
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