About Me
I Ritesh Kumar Sahu founder of INFINITE WEALTH EXPERT 9987716222
I have experience of managing many clients’ Wealth Portfolio worth AUM of INR 1000 crores in my working tenure with different Financial institutions. Client of different categories like HNI, Ultra HNI, NRI, Companies Top Management along with Business & Salaried clients had benefited from my advice regarding Wealth Management and grown their Wealth.
I believe in customizing the Portfolio as per the client needs and requirements, also helps clients with valuable inputs regarding Tax saving options, Legacy Planning & comprehensive Wealth Management Solutions.
Business Experience
I have vast 18 years of experience in which 16 years is spread over Banking & Private Wealth management and 2 year of own business. Prior to start “INFINITE WEALTH EXPERT” I had worked as Middle Management roles with MNC & Nationalize Bank i.e. HSBC Bank, Standard Chartered Bank & YES Bank (AVP role). I also worked with NBFC like Anand Rathi as DVP at Mumbai office. I have done graduation in Bachelor of Technology (Computer Technologies) from Priyadarshini Engineering and Architecture College, Nagpur, followed by Post Graduate Program in Management from Indira Institute of Management, Pune and now a certified Mutual Fund Distributor and MAX LIFE Insurance Agency Manager.
About Work Experience
I have vast 18 years of total experience spread over own business as Distributor & Banking & Private Wealth management. Prior starting “INFINITE WEALTH EXPERT” I had worked as Middle Management roles with MNC & Nationalize Bank i.e. HSBC Bank, Standard Chartered Bank & YES Bank (AVP role). I also worked with NBFC like Anand Rathi as DVP at Mumbai office. I have done graduation in Bachelor of Technology (Computer Technologies) from Priyadarshini Engineering and Architecture College, Nagpur, followed by Post Graduate Program in Management from Indira Institute of Management, Pune. Presently I am a certified Mutual Fund Distributor and LIFE Insurance Agency Manager for BAJAJ Alliance, TATA AIG HDFC LIFE ICICI PRUDENTIAL LIFE and all other Life insurance co. including Health Insurance Mediclaim and General Motor Insurance services. Loan against Shares Bonds and higher interest rate Fixed Deposits.
I Ritesh Kumar Sahu founder of INFINITE WEALTH EXPERT.
I have experience of managing many clients’ Wealth Portfolio worth AUM of more than INR 1000 crores in my working tenure with different Financial institutions. Client's I have created portfolio are from different categories like HNI, Ultra HNI, NRI, Companies Top Management along with Business owners & Salaried clients had benefited from my portfolio services regarding Wealth Management and grown their Wealth.
I believe in customizing the Portfolio as per the client needs and requirements, also helps clients with valuable inputs regarding Tax saving options, Legacy Planning & comprehensive Wealth Management Solutions.
Experience & Qualification
Qualification
Ex-Banker- YESBANK, HSBC,..
Experience as an Advisor
16 Years
Total work Experience
2 Years
Services and Advisory Offered
Mutual Fund
Insurance Brokers
Post Office Schemes
Tax Consultancy
Real Estate Brokers
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Gold Saving Plans
Will Writing Services
Gold Loan
Technical & Research Analysis
Property Management Services
Fixed Deposits