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Rakesh Kumar Yadav

Rakesh Kumar Yadav

advisor
Verified Advisor

About Advisor

Rakesh Yadav is an accomplished investment and insurance professional with over 10 years of extensive experience in the financial industry. He holds a Bachelor of Commerce degree, an MBA in Finance, and an M.Phil. in Management, which have provided him with a solid foundation in both theoretical and practical aspects of finance and management. Rakesh is certified by the Insurance Regulatory and Development Authority (IRDA) as an insurance advisor and is an authorized mutual funds distributor, holding certifications from both the Association of Mutual Funds in India (AMFI) and the National Institute of Securities Markets (NISM). His professional journey has seen him serve a large and diverse clientele, helping them navigate through various financial and insurance products with a deep understanding of market dynamics. With a rich background in a wide range of investment products, including capital market instruments, real estate ventures, and diversified investment portfolios, Rakesh has developed a keen eye for identifying opportunities that align with his clients’ financial goals. His expertise is not only limited to traditional financial instruments but also extends to more complex and innovative investment solutions.

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Company

Cashlar Financial Services

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Experience

5 years

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License

Individual Agent

Products

Health Insurance
Term Life Insurance
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Dedicated Claims Team

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Languages Spoken

lang English
lang Hindi

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