With over 20 years of experience in advisory and wealth management, I bring deep expertise in guiding clients toward informed and strategic financial decisions. I hold an MMS in Finance and possess strong proficiency in both technical and fundamental analysis.
Practice at a glance
20
Years of Experience
120
Families Served
₹80
Crores Managed
Practice Details
Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹5,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Women Investors, Business & SME Owners, HNI Families
Language Spoken:Hindi, Marathi, Gujarati, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
MBA (Finance / Investments)
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-357082
Education
Formal Education
MBA – Master of Business Administration
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Invest for Goals
Plan Retirement
Build Wealth
Financial Freedom
Buy Right Insurance
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Stocks & Equity
Loan Against Securities
PMS
SIF
AIF
Gift City
Complimentary Services
Get any of the free services to experience working with Amit Deepak Raut.