Srinivas Bagh

Personal financial and investment Advisor at Mutual Funds Sahi Hai
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Contact Information
us****@****om
(386) 825-5501
Location
Pune, Maharashtra, India, IN
Languages
  • Marathi, Hindi, English -
Skills

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Experience

  • Mutual Funds Sahi Hai
    • India
    • Financial Services
    • 1 - 100 Employee
    • Personal financial and investment Advisor
      • Jan 2015 - Present

  • Vaidehi Associates
    • Pune, Maharashtra, India
    • Business Owner
      • Dec 2009 - Present

      We at "Vaidehi associates" a single window facility centre provides A to Z services required by client while taking the property like property search, Legal verification of the selected property, suggest and help to get the best deal of home loan from VARIOUS BANKS / FI in the market, and information about the various investment opportunities in the market, etc.... Explain the basic insurance need of client. study the case & then suggest the solutions for their needs after considering the entire existing insurance and investment portfolio. Show less

  • Star Health and Allied Insurance Co. Ltd
    • India
    • Insurance
    • 700 & Above Employee
    • Insurance Advisor
      • Jan 2007 - Present

  • LIC Housing Finance Limited
    • India
    • Financial Services
    • 700 & Above Employee
    • HLA
      • Apr 2006 - Present

  • LIC
    • Insurance
    • 700 & Above Employee
    • Advisor
      • Feb 1999 - Present

  • New India Assurance
    • India
    • Insurance
    • 700 & Above Employee
    • Advisor
      • Feb 1999 - Present

  • ICICI Home Finance Company Limited
    • India
    • Financial Services
    • 700 & Above Employee
    • Home Loan counseller
      • Apr 2001 - Aug 2006

Education

  • Savitribai Phule Pune University
    Bachelor of Commerce (B.Com.), Banking and finance
    1997 - 2000

Community

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