Niraj Kumar - Mutual Fund Advisor in Sector 15, Noida

Niraj Kumar - Mutual Fund Distributors

Member since Apr 4, 2022

About Me
Founder, Veena Finserv | Enabling 200+ Investors to Build & Safeguard Wealth | AMFI Registered Mutual Fund Distributor | Life & Health Insurance | Wealth Creation + Income Protection = True Security Personal Finance Professional with 16+ Years of Experience, helping families, NRIs, and busy professionals build wealth and secure their financial future with simplified, goal-based financial strategies. Mission:To empower individuals with the right financial solutions to manage risks, grow wealth, and achieve financial security. Vision: To help people take control of their finances with confidence and adapt to life’s financial challenges. How I Can Help: *Goal-Based Financial Strategies *Wealth Creation & Investment Solutions *Insurance for Income Replacement, Protection & Security *Building Strong Financial Habits for Long-Term Success A lifelong learner of personal finance, focused on understanding real people and their money behavior. Let’s connect and build a strong financial foundation together!
About Work Experience
16+ years of experience in personal finance services, helping 200+ families, including NRIs and busy professionals, build wealth and secure their financial future. I offer simple, goal-based investment and insurance solutions tailored for long-term growth, protection, and financial confidence. Mission: To provide the right financial solutions for wealth creation and risk management. Vision: To help people take control of their finances and navigate life’s challenges with ease.
Experience & Qualification
Qualification
MBA-Business Economics & ..
Experience as an Advisor
16 Years
Total work Experience
16 Years
Services and Advisory Offered
  • Mutual Fund

  • Life Insurance

  • General Insurance

Affiliations
  • AMFI Registered Mutual Fund Distributor
  • IRDAI Licensed Life & Health Insurance Service Pro
  • Founder Veena Finserv
  • Psychology of Investment By Franklin Templeton
  • Practicing Goal Base Investment
Awards & Recognition
  • 50 Plus SIP in a Single Day

Address
Niraj

C 489, Sector-19,
Sector 15,
Noida,
Uttar Pradesh, 201301

LICENSE

  Mutual Fund - ARN No. ARN-134405 - Validity - 11-12-2026

  Life Insurance - IRDA No. 11028 - Validity - 01-02-2026

  General Insurance - IRDA No. 2038827 - Validity - 01-01-2026

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