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Herzel Isaac | Wealth Premier Finserv LLP | MumbaiHerzel Isaac | Wealth Premier Finserv LLP | Mumbai

Herzel Isaac

Wealth Premier Finserv LLP•Mumbai
Ground Floor, J 62, Lokmanya Pan Bazar, Behind Everard Nagar, Eastern Express Highway, Sion,
Mumbai, 400022
Ground Floor, J 62, Lokmanya Pan Bazar, Behind Everard Nagar, Eastern Express Highway, Sion, Mumbai, 400022
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About

Have Worked in Organizations like ICICI Bank & Motilal Oswal Financial Services. Have Started his own Firm in 2016. Very Passionate about Investments & Equities.

Practice at a glance

30
Years of Experience
300
Families Served
₹100
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Herzel.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check