About Manoj Puglia
Over 20 years of dedicated service in financial consulting and wealth management
My Journey in Financial Services
I am Manoj Puglia, an accomplished professional with over two decades of expertise in the financial services industry. My journey began in 2004 as an LIC agent, and since then, I have expanded my services to become an authorized mutual fund distributor and Post Office agent.
Throughout my career, I have specialized in financial, tax-saving, and investment consultancy, helping countless families across Rajasthan achieve their financial goals and secure their futures.
I am committed to continuous learning and growth in the ever-evolving financial landscape, ensuring that my clients receive the most current and effective financial advice.
My Philosophy
"Do your investment to save your tax, and give a bright future to your children."
Professional Credentials
- Mutual Funds
- AMFI Registered Mutual Fund Distributor
- Licensed LIC Agent (20+ years)
- Authorized Post Office Agent
Core Expertise
- Life & Health Insurance Planning
- Mutual Fund Investment Advisory
- Tax Planning & Optimization
- Retirement Planning
- Child Future Planning
Client-Centric Approach
Every financial solution is tailored to meet your unique needs and circumstances.
Trust & Transparency
Building long-term relationships based on trust, honesty, and transparent communication.
Continuous Growth
Committed to staying updated with market trends and financial innovations.
Ready to Start Your Financial Journey?
Let's discuss your financial goals and create a personalized strategy that aligns with your dreams and aspirations.