I embarked on the journey to help people understand about savings and investments over two decades ago. It all started in November 2002. I left my family business to start this journey. The Government had just opened financial services sector in 2000. I had joined TATA AIG Life insurance, which now is TATA AIA Life, as an insurance advisor. I began to learn about the world of investments and insurance. Through insurance, I learned in detail about risk. Soon after I started to learn and enhance my knowledge about savings and investments. I then, completed my MUTUAL FUND DISTRIBUTOR EXAM and became a mutual fund distributor. This further helped me assimilate more knowledge on bonds, debt, fixed deposits.

Rajiv Kumar Gupta

Mutual Fund Distributor

ARN No. - 23179

After 20 years, today, I proudly manage the hard-earned money of my investors and help them achieve their financial goals with their complete faith and trust in my capabilities. I understand their financials goals and needs and help them understand the investment that is best suited for their each particular need. To this end, I regularly update them about the investments they have made and what changes to make so as to ensure they reach their goal in the timeframe they need to achieve it need. This helps them focus and give it their all in their work and life without having to worry themselves much about meeting their financial goals.

I continue to enhance my knowledge and skills about this ever changing and challenging field of investments. I constantly upgrade the technology platforms on which my investors interact on to see their investments and take their inputs to implement them in the next iterations of the software to make it a personalised experience for them. This would help them to navigate through the software like the back of their hand.

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