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About Us

Welcome to Portfolio Bazar Private Limited, where we believe that your financial journey is deeply personal and profoundly impactful. We understand that it's not just about managing finances; it's about fulfilling your dreams. At Portfolio Bazar Private Limited, we are dedicated to making those dreams a reality.
Our story begins with a simple commitment: to empower every individual in India to reach their financial goals and protect what matters most. Life's uncertainties may seem daunting, but with the right guidance and support, you can navigate them successfully.
Our team of financial experts is here to provide you with tailored solutions, ensuring that your financial well-being is secured. The bonds we've formed with our clients are the heart of our work, and their success stories motivate us daily.
In a world of constant change, our determination to secure your financial future remains resolute. Your dreams are our top priority, and your trust is the cornerstone of our service.
Join us on this remarkable journey to financial independence. We can work together to make your goals a wonderful reality.

 

Mission

Our mission is to make financial stability and growth accessible to every Indian by offering tailored financial services and knowledge. We aim to empower individuals through financial education and personalized services, creating a path to financial well-being.

Vision

Our vision is to be the leading provider of holistic financial services in India, transforming lives through financial empowerment. We aspire to set new standards in the financial industry, ensuring that every individual has the opportunity to secure their financial future.

Values

Our core values revolve around empowerment, integrity, client-centricity, innovation, excellence, team spirit, and sustainability. We empower individuals, operate with integrity and transparency, and prioritize our client's welfare above everything else.

Meet Our Experts

Our Leadership Team

Brajesh Kumar Singh

Brajesh Kumar Singh

CEO

Experience: 22 years financial market experience

We specialize in Wealth Management & Insurance services.

Thank you for visiting our website. I am Brajesh Kumar Singh. We specialize in Wealth Management Services and Insurance Consultancy services for all types of Insurances, such as Pension Plan, Health Insurance, Term Plan, Children education/ Marriage/Securing future, Financial Planning etc.

We offer customized Wealth Solutions which help people to achieve their long term and medium term financial goals through effective financial planning. Since last 22 years, we have helped more than 5000 families and individuals in retirement planning, child’s education planning, financial protection against any unforeseen events etc. We offer a wide range of plans of LIC to suit your diverse needs. Our clients include salaried, businessmen, students, professionals, housewives, government employees and retired people.

Shilpy Singh

Shilpy Singh

Director

Experience: 10 years experience in financial market

Experienced in handling client financial planning portfolios.

Shilpy Singh has more than 10 years of experience working in the financial markets. Over the years, she has developed a deep understanding of how the financial world works and is passionate about helping individuals and families build and protect their wealth. Shilpy believes that proper financial planning is key to achieving one’s life goals, whether it is buying a home, saving for children’s education, planning for retirement, or simply securing a stable financial future. She plays an important role in advising clients by carefully understanding their unique needs and financial situations. Shilpy works closely with each client to create clear and achievable financial goals and guides them on how to invest their money wisely to meet those goals. Her approach is personalized and focused on making complex financial concepts simple and easy to understand for everyone. With her expertise and dedication, Shilpy helps clients feel confident about their financial decisions and supports them every step of the way in their journey toward financial security and growth.