Akash Kalantre | Unity Financial Services

Practice at a glance

10

Years of Experience

350

Families Served

₹30

Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more

Min Lumpsum Investment:₹1,00,000 & more

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:NRI / OCI, Doctors, Salaried Executives, Armed Forces, Government Staff

Language Spoken:Hindi, Marathi, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN - 123506

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

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

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

PMS

SIF

AIF

Gift City

Complimentary Services

Get any of the free services to experience working with Akash Kalantre.

Financial Goals Analysis

Financial Health Check-up

Mutual Fund Portfolio Review