Qualification

IRDA (Composite) | AMFI, MBA-Fin. | CFP, MFA-LIMRA | MDRT – TOT USA | Blue Riband Award Winner 2002 -18 | PM – AIWMI & IM – Estate Planning

Experience:

19+ years of Post Qualification experience in Financial Advisory & Estate Planning.
(Prior to That 25 + year of experience in the Engineering field on various projects in India & abroad.)

With the experience of over two decades in the financial services industry and a proven track record, Pankaj is one of the well-known names in the industry based on the strength of experience and expertise of team of consultants, having partnered with over 2,500+ clients to achieve their financial goals in a seamless manner. The continued patronage that clients have bestowed is the testament of success. Believing in forging long-term relationships and working in close collaboration with clients to deliver desired results across all types of financial services ranging from Life & General Insurance, Mutual Funds, Estate Planning, Wealth Management, Tax Planning, Donations, NRI Services and several more.