Umesh Purohit

Umesh Purohit Email and Phone Number

Financial Planner and Consultant @
Umesh Purohit's Location
Udaipur, Rajasthan, India, India
About Umesh Purohit

Experienced Owner with a demonstrated history of working in the investment management industry. Skilled in Market Research, Account Management, Microsoft Excel, Strategic Planning, and Business Development. Strong business development professional with a Bachelor of Science (BSc) focused in physics maths computer science from bhupal noble college, udaipur.

Umesh Purohit's Current Company Details
InvestaMoney

Investamoney

Financial Planner and Consultant
Umesh Purohit Work Experience Details
  • Investamoney
    Founder
    Investamoney Jun 2011 - Present
    Udaipur, Rajasthan, India
    We work as a Financial Planner and offer you almost all the financial services you want, we offer you services like:-1. Investment Consultancy - Mutual Funds, Equities(ICICI DIRECT - Demat and Trading Account), Future and Option, Currency, commodity, Realty, NPS, Corporate Bond, Corporate Fixed Deposits, Gold ETF, Sovereign Gold Bond, Silver ETF etc.2. Insurance - Health Insurance, Term Insurance, ULIP Insurance, Car Insurance, General Insurance, Burglaries Insurance, Two Wheeler Insurance, Workman Compensation Insurance etc.3. Loan - Home Loan, Mortgage Loan, Property Loan, Loan Against Securities, Loan against Mutual Fund holdings, Personal Loan etc
  • Purohit Advertisers
    Advertisement Consultant
    Purohit Advertisers May 2011 - 2023
    Udaipur, Rajasthan, India
    I have started my own company with name "Purohit Advertisers", I worked with big brands like State Bank Of India, Fishriery College, SBBJ, Bank of Baroda, Uco Bank, ICICI Bank, Kotak mutual fund, JK Tyre, WDNE, Saras, The Royal Retreat Hotel, Neesa Serene Valley, Gallantt Ispat, Indian Bank, Geetanjali Hospital, First credit, Ansons Pump, Parul Univversity etc
  • Kotak Mahindra Bank
    Brm
    Kotak Mahindra Bank Jan 2011 - Jul 2011
    Handling High Net-worth Clients , Cross Sales etc
  • Axis Mutual Fund
    Sales Manager
    Axis Mutual Fund Dec 2009 - Jan 2011
  • Birla Sun Life Mutual Fund (Bslmf)
    Relationship Manager
    Birla Sun Life Mutual Fund (Bslmf) Jun 2008 - Dec 2009
    Udaipur
  • Sunirmal Inverstment
    Sales Executive
    Sunirmal Inverstment May 2005 - May 2006
    Udaipur

Umesh Purohit Skills

Marketing Strategy Team Management Business Development Business Strategy Microsoft Office Microsoft Excel Banking Customer Service Analytics Marketing Research Strategic Planning Key Account Management Team Leadership Business Analysis Advertising

Umesh Purohit Education Details

Frequently Asked Questions about Umesh Purohit

What company does Umesh Purohit work for?

Umesh Purohit works for Investamoney

What is Umesh Purohit's role at the current company?

Umesh Purohit's current role is Financial Planner and Consultant.

What schools did Umesh Purohit attend?

Umesh Purohit attended Rajasthan Technical University, Kota, Mohanlal Sukhadia University, Nutan Sr. Sec. School, Newlook Sr. Sec. School.

What are some of Umesh Purohit's interests?

Umesh Purohit has interest in Social Services, Economic Empowerment, Politics, Education, Environment, Science And Technology, Health.

What skills is Umesh Purohit known for?

Umesh Purohit has skills like Marketing Strategy, Team Management, Business Development, Business Strategy, Microsoft Office, Microsoft Excel, Banking, Customer Service, Analytics, Marketing Research, Strategic Planning, Key Account Management.

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