I , HARENDRA MAHESHWARI, AMFI –Registered Mutual Funds Distributor & IRDA Certified Insurance Advisor, Financial Goal Planner, Peace Of Mind Provider present my Firm INVESTMENT POINT which has been consistently working since April, 2007 to help people find their financial freedom .
I have also successfully completed Training Program on certified Financial Goal planner –advanced Program conducted jointly by NSE Academy Limited and PGP Academy from 6th April, 2022 to 2nd July, 2022.
Since I started my own firm, INVESTMENT POINT in April, 2007, I have helped several individuals define, achieve and redefine their financial goals as their wealth consultant. In this manner, I have been able to grow more in sync with the in-depth insights of my client friends and the market offering them one-on-one attention. Hence further, clarity has been established in building trust worthy relationships and what they want.
With extensive wealth consultancy experience, I mentor my clients every step along the way to fetch what they need. My services include budgeting, cash flow management, life insurance planning, health insurance planning with timely renewals, vehicle insurance renewals, Goal based investment planning, pension planning etc.
Currently, I am serving more than 500 families in their desired financial pursuits.
Our Mission is to Educate, Empower & Inspire people to live their financial dreams. My objective is to serve 200+ new clients every year as well as all existing clients. The reliable outlook and direct communication only facilitate the best from both ends.
By providing premium financial education, trainings, conducting several awareness programs regularly for investors and corporates alike from various segments of society for their financial aid. And empower people to take control of their financial future.
4/149, VIDHYADHAR NAGAR,
JAIPUR, RAJASTHAN,
INDIA PIN 302039
WhatsApp
+91 9414796426,
+91 8619420417
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