Anees Rao
Rare Finvest•Pune,MH
BALEWADI,
Pune, MH, 411045
BALEWADI, Pune, MH, 411045
About
Practice at a glance
7
Years of Experience
50
Families Served
₹7
Crores Managed
Practice Details
Min Monthly Investment:₹25,000 & more
Min Lumpsum Investment:₹2,50,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Women Investors, Salaried Executives
Language Spoken:Hindi, Marathi, Kannada, English
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-160289
IRDAI Licensed Insurance Agent (Life)
1234
Education
Formal Education
BTech – Bachelor of Technology, Post Graduate Degree (Any Field)
Industry Education
NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination
Can help you to
Plan Complete Finances
Organize Financials
Invest for Goals
Plan Retirement
Financial Freedom
Buy Right Insurance
Create Emergency Fund
Can help you buy / invest in
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Loan Against Securities
Gift City
Complimentary Services
Get any of the free services to experience working with Anees Rao.
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