We, at Purohit associates llp MFD work for the best interest of our clients. We believe in providing best services to our clients by offering all financial solutions under one roof.
Trust... the most important thing while handling financial issues is the foundation stone of our firm. Our motto is to create a life long relationship & a strong bond with our clients rather than acquiring business. Clients' goals are prioritized first & then according actions are taken in order to meet the clients' requirements.
Celebrating over a decades of growth, and years of trusted experience in Insurance and Financial services, and now a complete Financial Planning & Wealth Management, we at Purohit associates llp MFD, welcome you to an environment that is warm, supportive and provide professional approach towards your portfolio. An environment that inspires our staff to be true to themselves and our client needs!
Profile
Purohit associates llp MFD is an advisory firm floated by Mr. C. M. Purohit having a rich & vivid experience of about 30 years in the Financial Industry. Mr. C. M. Purohit started his career in Mumbai amidst loads of ignorant people in regards to Portfolio Management to achieve their Financial Goals. Initially, he started with Life Insurance as his forte, adding up General Insurance in some time, then Mutual Funds & other Investment Products thereby making him an all rounder in Investment Planning.
Educational Background
- Graduate in Science
- Certified AMFI / IRDA Financial Advisor
Social Interfaces
- Establish One Primary School in Anagaon (600 Students from 27 Villages get an Education Facility)
- Trustee of Vanaprasthshram Anagaon
- Trustee of Vidyaprasarak Mandal Anagaon
Professional Interfaces
- Cross-7/-hundred cr.As on date
- 12 times MDRT in Insurance Field.
- Best Performance award by 19 Asset Management Companies.
Vision & Mission of the Company
- Our Vision – To continue to be one of the top Advisory Firms & satisfy our Clients' needs & accomplish their goals.
- Our Mission – To Educate clients in taking right Financial Decision to complete their Financial Needs & to protect them from Mis selling.
Our Core Values
- Purohit associates llp MFD makes sure that the client is at the center of every process which is defined here.
- We strive to accomplish our Clients' Financial Goals.
- Trust & confidence are pillars of Financial Service Industry, and we believe in nurturing our relationship with our client.