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Abhijeet Rege

GB Financial Services•Pune

Build. No J1, Flat No - 5, Kakade Park, Keshav Nagar, Chinchwad,

Pune, 411033

Build. No J1, Flat No - 5, Kakade Park, Keshav Nagar, Chinchwad, Pune, 411033

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About

💼 After 18+ years of research and study into financial freedom, I was fortunate to declare my financial retirement at the age of 38 🎯. It’s been a journey of learning, discipline, and purpose—and now I help others walk that path with clarity and confidence 🌱

Practice at a glance

Years of Experience

650

Families Served

₹100

Crores Managed

Practice Details

Min Monthly Investment:₹10,000

Min Lumpsum Investment:₹10,00,000

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Doctors

Language Spoken:Hindi, Marathi, English

Licenses Held

AMFI Registered Mutual Fund Distributor

104221

Education

Formal Education

BSc – Bachelor of Science, BCA – Bachelor of Computer Applications

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

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Create Emergency Fund

Can help you buy / invest in

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

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

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Organize Financial Info & Docs

One Page Financial Blueprint

Retirement Readiness Check