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Nishant Batra

Nishant Batra

2.5

About Advisor

A Chartered Wealth Manager by qualification, Nishant Batra has 15+ years of experience in the capital market and 2+ years of experience in insurance advisory. He previously headed a family office with assets of more than 200 Crore. Over the years, he has worked for clients from diverse fields, managing SIPs to portfolios worth many hundreds of crores. He embraces the principles of relationship building and believes that the best relationships are built by serving clients, not by selling them products. Apart from being an advisor, Nishant loves playing chess and reading up on investments, personal finance, and behavioural economics.

about

Company

Founder - Money Mind and Milestones

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Experience

15 years

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License

POSP of an Insurance Broker/Company

Qualifications

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Chartered Wealth Manager

Products

Term Insurance
Health Insurance
Financial Planning
Mutual Funds
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Languages Spoken

lang Hindi
lang English

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