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Pramod Bajaj

Pramod Bajaj

Manager Branch Sales

Followers of Pramod Bajaj239 followers
location of Pramod BajajDelhi, India

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  • Timeline

  • Skills

    Financial planning
    Strategic financial planning
    Investment advisory
    Personal finance
    Mutual funds
    Wealth management

  • About me

    I am "Certified Financial Planner". Completed the certification in September 2007. Empaneled with CIEL, Mumbai as NISM approved Trainer for MFD CPE programs. Also conduct other training programs for CIEL. Offer Service of Goals based Investment Solutions. Offer Service of Mutual Funds Investments.

  • Education

    • International College of Financial Planning

      2006 - 2007
      CFP Financial planning

    • RAPS School, Rawatbhata

      1969 - 1981

    • Punjab Engineering College

      1981 - 1985
      B.E Mech Engg. Mechanical Engineering

  • Experience

    • Sanmar Group

      Jan 1998 - Jan 2002
      Manager Branch Sales

      Managing the entire business (Sales as well as Service) of the division in North India.

    • Neoledge Planners LLP

      Oct 2010 - Oct 2014
      Partner

    • Pragmatic Investment Solutions

      Nov 2014 - now
      Founder

      Offering Goals Based Investments Solutions.Offering Investments through Mutual Funds.Working in Financial Services Industry for last 13 years.

  • Licenses & Certifications

    • C.F.P from FPSB, India Mumbai.

    • C.F.P from FPSB, India Mumbai.

    • C.F.P from FPSB, India Mumbai.

      FPSB India
      Apr 2015