Alok Dubey
Primewealth•Pune,MH
311, address commercia, Bhujbal chowk , wakad,
Pune, MH, 411057
311, address commercia, Bhujbal chowk , wakad, Pune, MH, 411057
Practice at a glance
18
Years of Experience
400
Families Served
₹180
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
Education
Formal Education
BE – Bachelor of Engineering
Industry Education
NISM X-A – Investment Adviser Level 1, NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Complimentary Services
Get any of the free services to experience working with Alok Dubey.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check