We as Personal Finance Professional firm incorporated in the year 2014 and at present having 200 satisfied Families. We will help clients to achieve their Financial goals with effective and smart investment planning. We are Certified Financial Goal Planner from NSE, Registered Mutual Fund Distributor by AMFI (Association of Mutual Fund of India) And Authorized Insurance Agent from IRDAI.
We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
Our Skills
If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.
Client Services
OUR TEAM
| Management: | |
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Mr. Harjinder Singh( Personal Finance Professional) |
| Mr. Harjinder Singh is the National Sales and Services Head for Khetarpal Insurance & Financial Services. He has over 35 years of rich experience in the Insurance & financial services industry. He is known for his deep understanding of Insurance, multi-asset distribution practices, and its challenges. | |
