.png)
Rajesh Katyal, Grown up in Delhi is a 1st Generation Entrepreneur. He is the elder of two kids. He is in the financial services sector since 1999 and founder/creator of InvestMart Financial Services. He is a Certified Financial Planner@R, AMFI Certified, An IRDA license holder and a Graduate of Delhi University.
With more than 23yrs years of working experience in financial services with expertise in wealth management, delivering the highest level of integrity and delivery of unbiased financial advice to clients. Qualifier of Million Dollar Round Table- The Premier Association of Financial Professionals. We are dedicated to our work and services to deliver valuable services for years.
Acquiring clients and providing comprehensive wealth management & risk management solutions for the categorized segments- individuals, family legacies, professionals, and non-residents.
Comprehensive wealth management & risk management for HNI's Small and Medium Enterprises.
Advising Non-resident Indians for investment in India.
Servicing Clients and helping them achieve their financial goals through the financial planning tool.
Analyzing and doing a periodical review of the portfolio of clients.
Advising Non-resident Indians for Investment in India.
Sell Investment and Insurance Products
Liasioning with various insurance and mutual fund AMC's.
Copyright ©2022 Investmart. Designed By Wemonde