Aashay Harshe
DISHA FINMART PVT LTD•Hyderabad,TS
10-2-274/C/, 1ST FLOOR, MISRA COMPOUND, WEST MARREDPALLY, SP ROAD, SECUNDERABAD,
Hyderabad, TS, 500026
10-2-274/C/, 1ST FLOOR, MISRA COMPOUND, WEST MARREDPALLY, SP ROAD, SECUNDERABAD, Hyderabad, TS, 500026
About
Practice at a glance
15
Years of Experience
325
Families Served
₹309
Crores Managed
Practice Details
Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹25,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs
Language Spoken:Hindi, Marathi, Telugu, Urdu, Kannada, English
Qualification Completed
CFP – Certified Financial Planner
MBA (Finance / Investments)
Licenses Held
AMFI Registered Mutual Fund Distributor
191304
IRDAI Licensed Insurance Agent (General)
346
IRDAI Licensed Insurance Agent (Life)
346
NSE/BSE Authorized Person (AP)
AP1661001043
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 Aashay Harshe.
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