Prabir Kumar Jana - General Insurance Agents
Member since Mar 9, 2013
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About Me
Prabir Kumar Jana have cleared NISM Series VA Mutual Fund Distributors Certification Examination administered by National Institute of Securities Markets , IRDA certified for General Insurance and life insurance. and NISM Series X-A & X-B: Investment Advisor(Level-1 and Level-2) Certification Examinations , Certified in Investment Planning, Retirement & Tax Planning, and Risk & Estate Planning by Financial Planning Standards Board Ltd. (FPSB Ltd.).
We should work to help our clients enjoy their wealth. Give them the peace of mind they deserve. We are here to help our clients live a happy life.
About Work Experience
Prabir Jana Financial Services started by Mr. Prabir kumar Jana in the year 2002 is one stop financial shop for all your investment needs.
Prabir Kumar Jana is a Qualified Personal Finance Professional ® helps individuals & families manage financial resources with an objective of achieving financial wellbeing (meet life goals) .He has been confident in providing personal financial planning and investment services - Create wealth by Investment in Mutual funds, Direct Equity, Fixed deposit, NPS, PMS, Protect through LIC and Mediclaim.
Experience & Qualification
Qualification
BCOM , CFP
Experience as an Advisor
22 Years
Total work Experience
22 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Certified Financial Planner (CFP)
Share Trading & Demat
Portfolio Management Schemes
NPS (National Pension Scheme)
Fixed Deposits
Affiliations
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Not Specified
Awards & Recognition
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Not Specified
Address
Prabir Kumar
B-10 Nayabad Avenue,
Panchasayar, New Garia,
Garia,
Kolkata,
WEST BENGAL, 700094
LICENSE
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Mutual Fund -
ARN No.
49170 - Validity -
31-03-2028
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