Alpesh Kanani

Kanethic Private Limited•Jamnagar,GJ

105 Bansi Complex, Nr Amusement Park, 80ft Road,,

Jamnagar, GJ, 361006

105 Bansi Complex, Nr Amusement Park, 80ft Road,, Jamnagar, GJ, 361006

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About

To enhance the quality of our services and ensure superior client support, Mr. Alpesh Kanani has completed several prestigious qualifications, including CFP (Certified Financial Planner), MBA, and QPFP (Qualified Personal Finance Professional). He is also a Certified Retirement Growth Professional (CRGP) accredited by the American Academy of Financial Management. Additionally, he has successfully passed various certification courses such as BSE Derivative, NSE Derivative, and AMFI (Association of Mutual Funds in India).

Practice at a glance

Years of Experience

500

Families Served

₹300

Crores Managed

Practice Details

Min Monthly Investment:₹20,000 & more

Min Lumpsum Investment:₹10,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Armed Forces

Language Spoken:Hindi, Gujarati, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

MBA (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-254247

IRDAI Licensed Insurance Agent (General)

00729128

IRDAI Licensed Insurance Agent (Life)

00729128

APMI Registered PMS Distributor

APRN02474

SIF Distributor (AMFI)

ARN-254247

Education

Formal Education

MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors, NISM XIII: Common Derivatives Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Financial Freedom

Buy Right Insurance

Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

Stocks & Equity

PMS

SIF

AIF

Gift City

Complimentary Services

Get any of the free services to experience working with Alpesh Kanani.

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

Stocks Portfolio Review

Retirement Readiness Check

Risk Profile Assessment

Financial Wellbeing Workshop

Tax-Saving Review

Loan & EMI Review