Sameer Sahi Cfp®

Sameer Sahi Cfp® Email and Phone Number

CERTIFIED FINANCIAL PLANNER | Financial Consultant | Co-Founder SAHI NIVESH | Investment, Tax & Retirement Planning | AMFI & IRDAI Registered @
Sameer Sahi Cfp®'s Location
Dehradun, Uttarakhand, India, India
About Sameer Sahi Cfp®

I have a total experience of 18 years in the field of Financial Service Industry.Managing HNI clients across banking, financial domain..out of which 16 years is into the Distribution and Advisory on Financial Products with Customer Engagement to provide best financial solution to clients , to achieve their Financial Goals.I have started my career with Stock Holding Corporation of India Ltd (SHCIL) and spent almost 10 yrs with SHCIL as TPP head .Than I went on to ICICI Bank as Investment Manager and worked with Privilege Banking team for 7 years. My last assignment was as a Branch Manager with ICICI Bank.I have Co- Founded Sahi Nivesh (An AMFI Registered Mutual Fund Distributor) with the vision to make 1000+ Families Financially Independent and provide the best of the services and create a holistic approach while doing there Financial Plan. I have completed my MBA in Finance from Uttrakhand Technical University Dehradun and Mcom from HNB Garhwal University Uttarakhand.I have cleared NISM Retirement Advisor exam, MF distributor Exam , I am a Broker Qualified Person for Insurance Distribution and I am a CFP Certified Financial Planner exam.

Sameer Sahi Cfp®'s Current Company Details
Freelance

Freelance

CERTIFIED FINANCIAL PLANNER | Financial Consultant | Co-Founder SAHI NIVESH | Investment, Tax & Retirement Planning | AMFI & IRDAI Registered
Sameer Sahi Cfp® Work Experience Details
  • Freelance
    Financial Consultant
    Freelance
  • Sahi Nivesh
    Co-Founder
    Sahi Nivesh Oct 2022 - Present
    Dehradun, Uttarakhand, India
  • Sahi Investments & Risk Management
    Personal Financial Advisor
    Sahi Investments & Risk Management Dec 2022 - Jun 2024
    Dehradun, Uttarakhand, India
  • Icici Bank
    Branch Manager
    Icici Bank Nov 2021 - Nov 2022
    Dehradun, Uttarakhand, India
  • Icici Bank
    Investment Manager
    Icici Bank Jul 2015 - Nov 2021
    Dehradun, Uttarakhand, India
  • Stockholding Corporation Of India Limited
    Tpp Head
    Stockholding Corporation Of India Limited Jan 2005 - Jul 2015
    Dehradun, Uttarakhand, India

Sameer Sahi Cfp® Education Details

Frequently Asked Questions about Sameer Sahi Cfp®

What company does Sameer Sahi Cfp® work for?

Sameer Sahi Cfp® works for Freelance

What is Sameer Sahi Cfp®'s role at the current company?

Sameer Sahi Cfp®'s current role is CERTIFIED FINANCIAL PLANNER | Financial Consultant | Co-Founder SAHI NIVESH | Investment, Tax & Retirement Planning | AMFI & IRDAI Registered.

What schools did Sameer Sahi Cfp® attend?

Sameer Sahi Cfp® attended Uttarakhand Technical University, Dav Pg College, Dav Pg College, National Institute Of Securities Markets (Nism).

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