AB WEALTH ADVISORY HUB

Darave, Thane - 400706

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220

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Myself Biranchi Narayan Sarangi Founder, Financial Welness coach , Investments and Life Planning . Worked with Financial Organisation more than 16yrs in Diffent Field of Financial services Providers and as Responsible Financial Consultants . I have been awarded by Economic Times Presentaion as REBALANCE VOLATILITY COACHES OF INDIA by NSE . We are on the mission to bring Financial Freedom in People Life by achieving all Financial Goals and Happiness. We create, , Educate , Nurture and Hand

We at AB Wealth Advisory Hub, Qualified Professional and Committed team members who cares for Clients Happiness. I have successfully Compltied My Mutual Fund Distribution Exam, Nism XA, and NISM XV which is Investment Advisory 2013 exam by SEBI. Completed as a Role Sr Key Realtionship Manager Role In ICICI PRUDETIAL LIFE , HDFC LIFE . WORKED WITH CORPORATES LIKE HDFC BANK, AVIVAV LIFE , PNB METLIFE, PLAYING AS A PRACTICING FINANCIAL PLANNER IN INDIA AND OVERSEAS FOR FULFILLING CUSOMERS NEEDS, THEIR PROBLEMS AND THEIR DESIRES . AS A TRUE FRIEND FOR ALL FINANCIAL SERVICES. We Follow Process orientated work Culture so that our Clients will Feel happy. We do comrehensive Fiancial Planning for different types of people. We eduacted People How ina Corporate Culture people can make themself more happy, once they follow Effective Money Management Principles.


Experience & Qualifications

 

Qualification

P.G.

 

Experience as an advisor

19 Years 5 Months

 

Total work experience

19 Years 5 Months


Service & Advisory Offered

  • Life Insurance
  • Motor Insurance
  • Business Insurance
  • Health Insurance
  • Travel Insurance
  • Loan Against Property
  • Business Loans
  • Mutual Funds
  • Demat and Trading Account
  • Stock Tips
  • Commodity Trading Account
  • Independent House/Villa
  • Residential Apartment
  • IPOs
  • PMS
  • Tax Planning Services
  • Commercial Vehicle Finance
  • Estate Planning
  • Financial Planning
  • Investment Planning
  • Commercial Property

Affliation & Awards

 

• ICICI PRU MF, AXIS MF, HDFC MF, SBI MF, MIRAE MF, MOTILAL OSWAL FIN SERVICES LTD ICICI PRU LIFE, HDFC LIFE , MAX BUPA HEALTH INSURANCE, ICICI LOMBARD, BAJAJ ALLIANCE GEN INSURANCE CO LTD, MAHINDRA MUTUAL FUND, IDFC MF, SUNDARAM MF , ANGEL BROKING LTD, HDFC BANK. ICICI BANK, EDELWEISS FINANCIAL, EDELWEISS MF, BY ANGEL BROKING LTD PAN INDIA •

 

• NO 1 ADVISER BY IDFC MF, • NO 2 STOCK BROKER • REBALANCE VOLATILITY COACH OF INDIA BY NSE , ECONOMIC TIMES

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