This Venture was started by Praveen Goel. Praveen Goel is a PFRDA-registered Retirement Advisor and AMFI-registered Mutual Fund Distributor. He is an alumnus of Delhi Public School Ghaziabad and has done his MBA from IMT Ghaziabad with specialization in Finance and Marketing. He is also a Chartered of Indian Institute of Bankers (CAIIB) and have completed certification from National Institute of Securities Management.
He has worked with Premier Banks like HDFC Bank and IndusInd Bank for 17 Years as Vice President. He has worked in various Banking Domain viz Corporate Banking / Retail Banking/ Foreign Exchange / Operations and Wealth Management.
He has long drawn experience in Wealth Management and investments products.
Product & Services Offered
Loans : Industrial Finance, Working Capital Loans, Home Loans, Loan Against Property, Personal Loans, Business Loan, Used Car Loan, Loan Against Securities, ESOP Funding, Education Loan, Credit Cards.
Investments Products : Direct Equity, Portfolio Management Services (PMS), Mutual Funds, SIP, Sovereign Gold Bond (SGB), Corporate FD-Bonds/NCD, IPO, National Pension Scheme (NPS)
Advisory : Retirement Planning, Equity Advised Portfolio Services, Will & Estate Planning, Portfolio Evaluation.
NRI Services : Demat, Direct Equity, Portfolio Investment Scheme (PINS), Mutual Funds.
Account Opening : Demat, Savings & Trading Accounts (3 in 1)
Insurance Planning :
Health Insurance : Comprehensive Health Insurance, Top Up Insurance Plans, Critical Illness Plans, Cancer Care Plans.
General Insurance : Motor Insurance, Travel Insurance, Home Insurance.
Life Insurance : Term Plans, Unit Linked Insurance Plans (ULIPs), Guaranteed Plans, Accidental Plans.
Business Insurance : Fire Insurance, Liability Insurance, Group Insurance, Trade Credit Insurance, Marine Insurance.
Taxation: Provides Clarity and Advice on Income Tax for Individuals.
“One Stop Financial Shop”
Worked with Premier banks as Vice President:
• HDFC Bank
• Indus Ind Bank
• Over 18+ years of Rich Banking Experience
Banking Process / Operations and Products
• Home Loans and Loans Against Property
• Managing High Net Worth client for their investments need. Portfolio management in Direct Equities / Mutual Funds
• Risk Covers / Public Provident Fund / Bank- Corporate FDs and National Pension Scheme
• Taxation for Salaried Employees
• MBA in Finance and Marketing - IMT Ghaziabad
• Have completed certification from National Institute of Securities Management
• Chartered of Indian Institute of Bankers ( CAIIB )