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Amit Luharuka

Credence Financial Services•Bharuch,GJ

Office no 202-204, 2nd Floor, Aditya Complex, near Kasak Circle ,

Bharuch, GJ, 392001

Office no 202-204, 2nd Floor, Aditya Complex, near Kasak Circle , Bharuch, GJ, 392001

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About

Amit Luharuka has the distinction of being one of the first Certified Financial Planner (CFP) from India and in fact the first person from Gujarat to become a CFP. He also has a very wide and practical experience in accounts and taxation matters.

Practice at a glance

Years of Experience

250

Families Served

₹400

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹50,000 & more

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)

Specialises working with:NRI / OCI, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Salaried Executives

Language Spoken:Hindi, Gujarati, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-28283

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

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Mutual Funds

Loan Against Securities

PMS

SIF

AIF

Gift City

Complimentary Services

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

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