Vivek Satam - Fixed Deposits Distributors
Member since Feb 22, 2024
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About Me
Namaste! I'm Vivek Satam, your dedicated partner for financial solutions. As your Mutual Fund Distributor, Life & Health Insurance Advisor, Children's Education Planner, and Retirement Planner, I guide you in investing wisely, securing your family's future, planning for your children's education, and ensuring a comfortable retirement. Together, we craft personalized strategies aligned with your unique goals. I provide tailored investment options, prioritizing your family's financial security. Trust me as your Children's Education Planner and Retirement Planner to navigate these milestones with expert guidance. Let's embark on a financial journey, building a secure and prosperous future for you and your loved ones.
About Work Experience
Post my MBA, i worked for 2 Biggest Liquor Companies in the world managing Mumbai and Goa Markets in the roles of Sales and Later as a Trade Marketing Manager. I shifted to Personal Finance industry in 2017 and have been continuously learning and upgrading my skill sets on new products which i can offer to my Clients. I have developed specialization into Retirement Planning, Children's Higher Education Planning which people need serious help on. Apart from having a Detailed understanding of Life and Health Insurance. I believe in helping my clients curate their own Unique Financial plan and Educate them about how to achieve their Life's Financial Priorities with various products that they select. I am currently pursing QPFP certification to Qualify as a Financial Advisor.
Experience & Qualification
Qualification
MBA Marketing
Experience as an Advisor
22 Years
Total work Experience
8 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Financial Education Providers
Gold Saving Plans
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Vivek
77, Veer Nariman Rd,
Churchgate,
Mumbai,
Maharashtra, 400020
LICENSE
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Mutual Fund -
ARN No.
188238 - Validity -
13-10-2024
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