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Hello! From a small town of 700 population as my home town near Chiplun, District Ratnagiri to city like Mumbai, I have travelled and transformed a lot in my profession. Graduating in Commerce from Mumbai University in 2001, I worked for reputed housing finance companies as a sales person for 6 years and was fortunate enough to help and support more than 100 families to own their dream home.
With the support of those families and clients I have decided to start on my own. In July 2007 I have started my career as life insurance agent with global brand LIC and also engaged in Mutual fund distribution practices.
Right from day one of my profession I have never sold a wrong product to any of my client. It helped me creating my own reputation and integrity with all the clients and resulted in referrals from them.
During this journey, obstacles like stock market corrections/regulatory changes etc happened but all my investors were firmly supported me during crisis and I could overcome these challenges. I strongly believe in client interest first philosophy and always work for the betterment of my clients.
मंदार रमाकांत पाटकर
कंपनीचे नाव : Prudent Investment Services
आपला हुद्दा : Director
व्यवसायातील अनुभव : 16
तुमची उत्पादने व सेवा : Life Insurance, Mutual Funds-SIP/STP/SWP, NPS(National Pension System)
व्यवसायाचा पत्ता : Shop No.22,Ramkrushna Plaza, Opp.Redij Petrol Pump, Chiplun, Dist-Ratnagiri
विद्यमान जिल्हा : रत्नागिरी
ई-मेल : email@example.com
मोबाइल : 09223510094
प्रॉडक्ट किंवा सेवेविषयी थोडक्यात माहिती :
Need based and goal oriented investment planning and execution support with life protection plan through life insurance plans and wealth creation through various options of mutual funds like SIP, STP, SWP based on risk appetite of investor. We serve in Various milestones like Tax Saving, Child Future planning, Retirement Planning etc.