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Rajesh kumar

/Rajesh kumar
Rajesh kumar 2019-04-18T06:17:56+00:00

Rajesh kumar

Corp. Investment & Financial Planner

  • MBA Finance & Commerce Graduate from Delhi University.

  • Diploma in Insurance.

  • 14 Years of work Experience in Corporate with World Class MNC’s like LG & Gillette, Hence, well aware with actual needs of Corporate Professionals.

  • Awarded by Star Performer Award in Gurukul Training Session in 2018 on Corporate Investment & Insurance Need in Modern World.

  • No. of customers served: Servicing to more than 500 satisfied clients.

  • Trained & Licensed Insurance Advisor and comprehensive Financial Consultant, also known as Financial Health Doctor.

  • Analyse Client’s current Insurance Policies and suggest customized Insurance programs to suit individual client’s requirements.

  • He also gives advisory services in Mutual Fund & Tax Saving instruments.

  • Upgrading continuously by engaging in Regular Training Programs to serve & give best consultation to the clients.

  • Specialize in Portfolio Management for Corporate, Retail & HNI clients.

  • Expertise in Pension planning that promise a retirement income.

  • Specialize in Clients Financial data analysis relating to their expenses, income & insurance coverage and discussing their financial objectives.

  • Provides consultation to its Corporate Clients relating to Business Insurance, Employee Welfare & Employee Retention Schemes.