Sandeep Gandhi

WORK HISTORY

EDUCATION

ABOUT SANDEEP GANDHI

I am dealing into financial products since 1985. Starting from IPO dealer with grey market trading to Secondary brokering dealing at various stock exchanges to “Vaida” bazar (currently we call it F&O segment) to Insurances both Life and Non-Life to Mutual funds to AIFs to PMSes to Investments in Start Ups.I have completed by CFP® in 2014, Membership No. I have a passion towards spreading financial literacy and would like to educate my clients for better financial literacy. I have conducted numerous IAPs and other seminars for the same as a passion. I have also worked as Agency Manager for Franklin Templeton & ICICI Prudential MF where I have enrolled and developed the agency work force, in entire Saurashtra and Kutchh region, to sell the financial products especially mutual funds in a right way.My core objective is to understand the client need and to offer him the product which fits to his financial requirements. I enjoy a lot when matching the right product required by the client. I am into this profession right now as Financial Planners, is just due to my passion towards financial planning.My firm Mega Financial Services looks only to the client need and as our logo represents our belief system that your financial structure should be rock solid like the pyramids and then also should be protected with two rings which represent insurances.By nature, I always like to venture into new financial products which can be offered to the clients. I am always open for any business proposals.At present dealing in all types of Investments, Insurances and Loans as three pillars of Financial Journey.