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Amit KumarMaheshwari | AKM Wealth Pvt Ltd | IndoreAmit KumarMaheshwari | AKM Wealth Pvt Ltd | Indore

Amit KumarMaheshwari

AKM Wealth Pvt Ltd•Indore
Unit 509-510 ; The One ; 5 RNT Marg ; Indore,
Indore, 452001
Unit 509-510 ; The One ; 5 RNT Marg ; Indore, Indore, 452001
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About

Certified Financial Planner (CFP) from Financial Planning Standard Board India and Qualified Personal Finance Professional (QPFP). Completed schooling from Don Bosco School & completed B.Com (Hons.), M.Com (Accounts & Taxation) & MBA (Marketing) and is in Financial Industry for last 32 years. Have been Past President of Investment & Insurance Advisors Association, Indore. Currently Joint Secretary for Central India Advisors Association. Our Family Runs a Charitable Trust for Needy and Poor Sections of the Society. We have the Best Infrastructure Facility in Terms of Office and Technology Driven Transaction delivery. Also a part of Scout Jamboree, West Virginia (USA) in 2019, one of the leader of Indian Contingent with 55,000 peoples from 160 countries across the world. State-of-the-art infrastructure forms the backbone of our organisation and provides technical support, while a worldwide network of associates ensures responsiveness.

Practice at a glance

32
Years of Experience
200
Families Served
₹150
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:
Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

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
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with Amit.

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