ADIL ADAJANIA | ASHI INVEST

About

A Financial Services provider, based out of Mumbai, India, Ashi Invest provides its clients financial solutions with the help and guidance of a professional, Certified Financial Planner (CFP). We specialise in providing structured products for investing in the Stock Market. With a rich experience of 33 years in the Financial Markets and a growing client base, Ashi Invest has widened its capabilities with time, providing expert financial solutions and guidance to all its clients.

Practice at a glance

33

Years of Experience

235

Families Served

--

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI

Language Spoken:Hindi, Gujarati, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

Post Graduate Degree (Any Field)

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Health Insurance

Life Insurance

Mutual Funds

NPS & Govt Schemes

Stocks & Equity

Home Loans

Loan Against Securities

PMS

SIF

AIF

Gift City

Complimentary Services

Get any of the free services to experience working with ADIL DARABSHAW ADAJANIA.

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Stocks Portfolio Review

Retirement Readiness Check