Aakash Singhvi

Blue Pelican Financial Services•Ahmedabad

B/701, Unicus Shyamal, Shyamal Cross Road, Satellite, Ahmedabad,

Ahmedabad, 380015

B/701, Unicus Shyamal, Shyamal Cross Road, Satellite, Ahmedabad, Ahmedabad, 380015

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About

Welcome to Blue Pelican Financial Services - We help individuals & Families to take control of their Financial future through expert financial education, Money management tips & Wealth building strategies. I am specialized to handle HNI's, NRI's, Corporate Employees, Women Clients & Sr. Citizen clients. Our Mission - We are on a mission to educate 10,000 People about financial Literacy & empower them to live a financially confident, Happy & stress free life by helping them to manage their money so they can get Financial freedom in next 10-15 years yrs by our SMM principle. Our Vision - To Educate, Inspire, Empower 1 Million people to Live a financially confident, Happy & stress free life.

Practice at a glance

Years of Experience

110

Families Served

₹10

Crores Managed

Practice Details

Min Monthly Investment:₹10,000

Min Lumpsum Investment:₹1,00,000

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, HNI Families, Doctors, Salaried Executives

Language Spoken:Hindi, Gujarati

Qualification Completed

QPFP – Qualified Personal Finance Professional

MBA (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

269658

Education

Formal Education

BA – Bachelor of Arts, MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM V-A – Mutual Fund Distributors Certification, NISM XVII: Retirement Advisor Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Stocks & Equity

Home Loans

Loan Against Securities

PMS

SIF

AIF

Complimentary Services

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

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review

Retirement Readiness Check

Financial Wellbeing Workshop

Loan & EMI Review