Email - [email protected]
Location - Delhi, India
Mr. Arpit Kumar
Financial Planner | Investment Advisor | Portfolio Manager | Mutual Funds and Stock Market
Expert
A seasoned Financial Advisor with over 16 years of experience in providing
comprehensive
financial planning and investment advisory services to individuals and
organizations.
Proven expertise in portfolio management, client relations, and data-driven financial
strategies,
ensuring long-term wealth creation and financial security. Skilled in
analysing market trends,
tailoring investment plans, and delivering expert financial guidance to diverse clientele.
With a strong foundation in financial planning, investment management, and client
engagement,
Arpit Kumar has successfully guided clients in wealth accumulation, risk assessment, and
portfolio diversification. His ability to develop personalized financial
solutions has led to
high client satisfaction and trust.
Beyond his core financial advisory role, he is adept at implementing marketing and
sales strategies
to expand client outreach and business growth. His insights into market dynamics and
regulatory compliance make him a trusted professional in the financial sector. He believes in a
client-centric approach, ensuring that every investment decision aligns with clients'
financial goals and risk appetite.
Professional Experience
- Financial Advisor
- Client Relations Expert
- Data Analysis Proficient
- Marketing & Sales Strategy Proficient
- Financial Planner
- Investment Advisory Expert
