satyam bhagat - Portfolio Management Schemes Advisor in Nanpura, Surat

satyam bhagat - Portfolio Management Schemes Distributors

Member since Aug 12, 2024

9537234315

growup.satyam@gmail.com

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About Me

At, Grow up Finance our mission is to provide our clients with the best solutions in wealth creation and Wealth Distribution. We are driven to provide clients with simple, unbiased and uncluttered professional advice that adds value to their quality of life and results in actionable solutions. At Grow up Finance , offer our services through personal counsel with each of our clients after understanding their Wealth Distribution needs. Our approach is to enable our client’s to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals in life.

About Work Experience

Mutual Fund Advisor Client Management: Advised a diverse client base on mutual fund investments, tailoring strategies to individual financial goals and risk tolerance. Portfolio Management: Developed and managed investment portfolios, ensuring alignment with market trends and client objectives. Sales and Growth: Consistently achieved sales targets by identifying new opportunities and nurturing existing client relationships.

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