Financial Advisor
Financial Consultant -Tax Free Fixed Income Investment And Long Term Personal Ca
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Satish R. Email & Phone Number
Financial Advisor
at
FINANCIAL CONSULTANT -TAX FREE FIXED INCOME INVESTMENT AND LONG TERM PERSONAL CA
1 phone found
area 900
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
FINANCIAL CONSULTANT -TAX FREE FIXED INCOME INVESTMENT AND LONG TERM PERSONAL CA
Role
Financial Advisor
Location
Mumbai, Maharashtra, India
Who is Satish R.? Overview
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Quick answer
Satish R. is listed as Financial Advisor at FINANCIAL CONSULTANT -TAX FREE FIXED INCOME INVESTMENT AND LONG TERM PERSONAL CA, based in Mumbai, Maharashtra, India. AeroLeads shows phone signal with area code 900 and a matched LinkedIn profile for Satish R..
Satish R. previously worked as Financial Advisor at Financial Consultant -Tax Free Fixed Income Investment And Long Term Personal Care (Specialist) and Consultant at Nexus Insurance Brokers Llc. Satish R. holds Masters In Marketing Management, Global Marketing from Jamnalal Bajaj Institute Of Management Studies.
Profile bio
About Satish R.
18 Yrs years Consultancy Experience /with strong domain knowledge of financial products like Fixed income Assets, Foreign exchange, Derivatives and a strong interest in selling Financial Terminals, products and solutions- Being a personal financial planner for Life Insurance ,Pensions and general insurance distribution Wealth accumulation for real estate purchases and lump sum investments .A master’s degree (MMM) plus.Good customer relationship with-HNI investors-Mutual Funds, insurance company, pension funds, banks, NBFCs, corporate treasuries, private wealth managers, FIIs, offshore branches of Indian banks, FIIs, multi-lateral agencies, Working Professionals etc.Specialist in customizing LONG TERM CARE INSURANCE Products and GOAL BASED Financial Planning email me: sat15576@gmail.com for any querries
Listed skills include Talent Acquisition, Team Management, Mis, Employee Engagement, and 45 others.
Current workplace
Satish R.'s current company
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Financial Consultant -Tax Free Fixed Income Investment And Long Term Personal Ca
8 roles · 18 years
Satish R. work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Financial Consultant -Tax Free Fixed Income Investment And Long Term Personal Care (Specialist)
Optimum strategies for the current fixed income market and provide the forward looking outlook on the fixed income marketsRecommended the list of fixed income securities based on the approved list of fixed income securities
Mar 2015 - Present
Consultant
OFFSHORE BASED FINANCIAL PLANING AND LEGACY SUSTAINABILITY SOLUTIONS KEY EMPHASIS ON DISCIPLINED SAVINGS TO CREATE WEALTH ON LONG TERM
Aug 2011 - Feb 2015
Sep 2010 - Apr 2011
Jan 2010 - Aug 2010
2008 - 2010
~2 yrs
Jun 2001 - Apr 2008
Jun 1997 - Jul 2001
6 education records
Satish R. education
Masters In Marketing Management, Global Marketing
Bcom, Commerce
Bcom, Commerce
Sies
Bcom, Commerce
South Indian Education Society
Bcom, Commerce
St Josephs High School Vikhroli
Bcom, Commerce
St Josephs High School Vikhroli
FAQ
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Quick answers generated from the profile data available on this page.
What company does Satish R. work for?
Satish R. works for FINANCIAL CONSULTANT -TAX FREE FIXED INCOME INVESTMENT AND LONG TERM PERSONAL CA.
What is Satish R.'s role at FINANCIAL CONSULTANT -TAX FREE FIXED INCOME INVESTMENT AND LONG TERM PERSONAL CA?
Satish R. is listed as Financial Advisor at FINANCIAL CONSULTANT -TAX FREE FIXED INCOME INVESTMENT AND LONG TERM PERSONAL CA.
What is Satish R.'s phone number?
AeroLeads has found 1 phone signal(s) with area code 900 for Satish R. at FINANCIAL CONSULTANT -TAX FREE FIXED INCOME INVESTMENT AND LONG TERM PERSONAL CA.
Where is Satish R. based?
Satish R. is based in Mumbai, Maharashtra, India while working with FINANCIAL CONSULTANT -TAX FREE FIXED INCOME INVESTMENT AND LONG TERM PERSONAL CA.
What companies has Satish R. worked for?
Satish R. has worked for Financial Consultant -Tax Free Fixed Income Investment And Long Term Personal Ca, Financial Consultant -Tax Free Fixed Income Investment And Long Term Personal Care (Specialist), Nexus Insurance Brokers Llc, Idbi Federal Life Insurance, and Reliance General Insurance.
How can I contact Satish R.?
You can use AeroLeads to view verified contact signals for Satish R. at FINANCIAL CONSULTANT -TAX FREE FIXED INCOME INVESTMENT AND LONG TERM PERSONAL CA, including work email, phone, and LinkedIn data when available.
What schools did Satish R. attend?
Satish R. holds Masters In Marketing Management, Global Marketing from Jamnalal Bajaj Institute Of Management Studies.
What skills is Satish R. known for?
Satish R. is listed with skills including Talent Acquisition, Team Management, Mis, Employee Engagement, Relationship Management, Screening, Vendor Management, and Project Planning.
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