I am a professional financial consultant based out of New Delhi. Over the last 8 years, Secure Investments (company I founded) has acquired extensive experience in enabling clients to plan a secure future for them and their family members through risk based approach in managing their financial well-being. We are well versed with the Mutual Funds, Insurance and Health Insurance products.
Prior to setting up Secure Investments I was an Operations Manager with Intellinet Global Services and have a 6 years experience in customer management, MIS, Training and Operations management.
|Chandan Srivastava is the Relationship Manager, having an experience over 7 years in the financial services industry. He is responsible for overall health of the clients portfolio. He has been working with us since 2011 and takes care of the Mutual Funds and Health Insurance vertical of our company. He is well versed with all the aspects of Mutual Funds, Health Insurance and Life Insurance.|
|Mukesh Kumar looks into sales and is responsible for new client enrolment and preparing a portfolio well suited to client’s needs. He has an experience of more than 7 years in Insurance industry and is primarily responsible for Life Insurance vertical of our company. He is well versed with Life Insurance, Health insurance and Mutual Funds.|