Insurance Business to Mutual Fund Distribution Business
  • Satyendra kumar
  • January 12th, 2022
  • Delhi
  • 2002
  • 6

I started my career as an Insurance agent in December 2001. In 2002 I also took agency of general insurance. It was only in the year 2005 that I took my ARN on the advice of one of my clients. It was a good decision.

My journey as a financial services provider was very difficult. I am born and brought up in Ranchi, Jharkhand.
Initially, it was difficult to sell a life insurance policy. But I enjoyed my work and kept meeting people regularly. I always focused on quality referrals from my existing clients and that helped grow my business.

I contested the Bihar Zila Parishad election in 2016 from the Nalanda district. Again in 2019, I was A Lok Sabha candidate from south Delhi from Dr. Praveen Togadiya party,  Hindusthan Nirman Dal.

On my mobile, I have 13,000 numbers is saved. I also started an HR company in 2019, Parv Human Resource Private Limited in which I am a Director.

My current AUM is over 30 crore and my monthly SIP book is Rs.25 lacs. I mostly cater to retail clients and currently serve over 600 clients.

I like the financial services distribution business. This work gives us money, respect, and quality of life. I am proud of my work and life. I have traveled to many countries. I want my children to pursue the same business and develop their life.

6

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