Adarsh Patil | The Wealth Orbit

About

I am an active Mutual Fund Distributor with hands-on experience in guiding clients on investments and financial planning. I have completed the Mutual Fund certification (NISM) and continuously deepen my understanding of equity markets, including direct stock investing.I focus on goal-based investing and practical portfolio management, and I am currently pursuing QPFP to further strengthen my ability to deliver comprehensive, client-centric financial advice.

Practice at a glance

1

Years of Experience

5

Families Served

₹0.2

Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more

Min Lumpsum Investment:₹10,000 & more

Nature of earnings:Hybrid (Comissions + Fees)

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

Specialises working with:Young Professionals, Women Investors, Senior Citizens / Retirees

Language Spoken:Hindi, Marathi, English

Qualification Completed

NISM PG Programs

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-252247

Education

Formal Education

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Buy Right Insurance

Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Mutual Funds

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Adarsh Patil.

30 Minute Q&A — Ask Me Anything

Financial Health Check-up

Mutual Fund Portfolio Review

Risk Profile Assessment