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Ravjot Singh Anand

Founder Benchmark Investments

I am passionate about working with my clients and want them to experience financial confidence.

I look the complete financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely the answers & work on goals.

“Putting client’s interests first” is the core business value and I always try to expanding opportunities with simple n transparent manner to drive positive outcomes.

Have experience of more than 15 years in Sales, Financial distribution & Banking

Before turning a full-time entrepreneur, had work with Citibank, ICICI Bank, Aditya Birla Money, Hsbc InvestDirect , lL&FS Investsmart

Certification

  • NSE- Certified Financial Goal Planner – Advance level
  • NISM – Retirement Advisor
  • NISM – Mutual Distributor
  • NISM- Portfolio Management Services (PMS) Distributors
  • MOODY'S ANALYTICS - Award in International Wealth Management

Mutual fund and other investments are always subject to market risks. Please read all, Scheme Information Documents (SID), Key Information Memorandum (KIM), Addendums(if any) issued there to from time to time and any other related documents or information carefully before investing. Past performance is not indicative or assurance of future performance or returns. Please consider your specific investment requirements before choosing a fund.

For any grievances, investors can contact at: hello@benchmarkinvestments.in,  Tel: +91-755-4938282 / +91-9826310337.
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