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ABOUT

ABOUT

Hello there, I am Puneet Jaggi, Founder and Advisor of 'Make my Investment', a unique one stop solution for all your investment needs. If you are planning to invest or are planning for a home loan, you are just at the right place. At MMi we ensure you the best of the services in the most professional manner. Scroll below to read more about me.

Puneet Jaggi Founder & Advisor

ABOUT THE ADVISOR

Mr. Puneet Jaggi is Masters in Finance and Banking from "ICFAI" Business School (Hyderabad), NSE Certified (Mutual Fund Distributors Module, and Equity &Derivatives Module), with almost 3 years of experience in reputed financial companies. He had also been a US Chartered Financial Analyst (CFA) L1 candidate in 2014, and had been an intern with ‘Max New York Life Insurance’ (now Max Life Insurance) during his higher studies. Having worked as an ‘Equity Research Analyst and Advisor’ in ‘Karvy Stock Broking Limited’ and as a ‘Financial Analyst’ with CRISIL Limited, he brings in rich experience blended with diversified exposure. His keen interest in financial domain has led to commencement of his own financial advisory firm, where the main focus will be to advice clients about investment and keep them abreast with the changing market dynamics.

श्री पुनीत जग्गी आईसीएफएआई(ICFAI) बिजनेस स्कूल (हैदराबाद) से  वित्त और बैंकिंग में परास्नातक हैं, एनएसई द्वारा ‘म्युचुअल फंड वितरक मॉड्यूल’ और ‘इक्विटी एंड डेरीवेटिव्स मॉड्यूल’ में प्रमाणित हैं, और उन्हें प्रतिष्ठित वित्तीय कंपनियों में लगभग 3 वर्ष का अनुभव प्राप्त है। वह 2014 में यूएस चार्टर्ड वित्तीय विश्लेषक (US FA) एल-1 के उम्मीदवार भी रहे थे, और अपने उच्चअध्ययन के दौरान मैक्स न्यूयॉर्क लाइफ इंश्योरेंस' (अब 'मैक्स लाइफ इंश्योरेंस’) के साथ एक प्रशिक्षु थे। 'करवी स्टॉक ब्रोकिंग लिमिटेड' में एक 'इक्विटी रिसर्च विश्लेषक और लाहकार' और CRISILलिमिटेड के साथ 'वित्तीय विश्लेषक' के रूप में काम करने के बाद, वह विविध निवेश  के साथ मिश्रित,  समृद्ध अनुभव लाते हैं। वित्तीय डोमेन में उनकी गहरी रुचि के कारण उन्होंने अपनी वित्तीयसलाहकार फर्म की शुरुआत की है, जहां मुख्य  उद्देश्य  ग्राहकों  को  निवेश  के  बारे  में  सलाह देना होगा, और उन्हें  बदलते बाजार की गतिशीलता के बारे में जागरूक रखना होगा !

OUR PARTNERS

TESTIMONIAL

Kuldip KhemaniKuldip Khemani

Highly recommended.. Along with quality services,the company provides it's own mobile application to track allmy investments real time be it LIC,mediclaim and so on.. Should try.

Ravi SharmaRavi Sharma

One of the best financial services available in Ujjain.

Manzil KhediaManzil Khedia

Having worked closely with Puneet in financial word for many years, I strongly believe he has deep understanding ofinvestment world. His work ethics are commendable and are definitely a must for a person to whom you are going to trust your money with. Great to have a knowledgeable person like Puneet as your financial advisers. Best of luck!!!

Hemant DodiyaHemant Dodiya

I am currently its client and satisfied with the honest advise provided by them.They give you detailed planning andexplain everything about your investment.Their mobile app maintains transparency and keep us updated.If in ujjain,you should give it a try for a different investment experience.

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