Dipesh Majumdar
AMFI Registered Mutual Fund Distributor (ARN-327447) | POSP with PolicyBazaar | NISM Certified Investment Advisor
"I bring my 10+ years of financial advisory experience to Neeti Money with the same dedication, energy, and positivity that has helped me serve over 10,000 clients across India and abroad."
Through Assetplus, I provide comprehensive financial solutions including Mutual Funds, Insurance, Fixed Deposits, NPS, PMS, and Loan Against Mutual Funds (LAMF) - making Neeti Money your one-stop destination for all financial planning needs.
Empaneled Partnerships:
- Mutual Funds: Hdfc, Axis, Parag Parikh, Motilal Oswal, Navi, Groww, and 40+ AMCs
- Insurance: Star Health, Axis Max, Hdfc, Icici, Care, Bajaj, Digit, and 20+ providers
- Platform: Assetplus for comprehensive financial solutions
My Journey
Founder & Financial Advisor
Building Neeti Money as a trusted financial advisory platform while managing a successful handicrafts D2C brand. Combining operational expertise with financial advisory services.
Manager - Sales & Support Operations | Zerodha
Collaborated across Zerodha's verticals (Kite, Console, Mutual Funds, Capital) to streamline end-to-end client management. Managed high-value client onboarding while resolving 95% of operational issues within 1 hour. Implemented systems that boosted both sales productivity and customer satisfaction.
Assistant Manager - Sales & Client Support | Zerodha
Dual role driving sales growth (Top Performer award) while managing technical onboarding for 100+ clients/month. Bridged sales and operations by creating training manuals that reduced support tickets by 30%. Specialized in resolving complex cases requiring both financial expertise and system knowledge.
Freelance Investment Advisor
Provided tailored advice on stocks, mutual funds, and commodities while completing NISM certifications that laid my advisory foundation.
Professional Certifications
NISM Investment Advisor (Level-1) Series X-A
Qualified to provide investment advice and portfolio management services in India.
NISM Portfolio Management Services (PMS) Series XXI-A
Certified to manage discretionary and non-discretionary portfolios for HNI clients.
NISM Mutual Fund Distributor Series V-A
Authorized to distribute mutual fund products across all AMFI-registered AMCs.
AMFI Registered Mutual Fund Distributor
ARN-327447 | Empaneled with 40+ AMCs including HDFC, AXIS, and Parag Parikh.
PolicyBazaar POSP
Registered Point of Sales Person empaneled with 20+ insurance providers.
Assetplus Partner
Providing comprehensive solutions including Mutual Funds, Insurance, FD, NPS, PMS, and LAMF.