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Anil Rawlani

Insurance & Investment Consultants•Thane,MH

Office: 62/703, Pongam, Vasant vihar, Pokhran road no. 2, Thane (west).,

Thane, MH, 400610

Office: 62/703, Pongam, Vasant vihar, Pokhran road no. 2, Thane (west)., Thane, MH, 400610

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About

I am Certified Financial Planner, we are in financial services and wealth management. We help people achieve there financial goals with personalize advice to grow wealth, minimize risk and secure future.

Practice at a glance

Years of Experience

200

Families Served

₹0

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:Hybrid (Physical + Virtual)

Specialises working with:Business & SME Owners, Salaried Executives

Language Spoken:Hindi, Marathi, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN - 56928

IRDAI Licensed Insurance Agent (General)

3142622

IRDAI Licensed Insurance Agent (Life)

3141622

Education

Formal Education

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

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

Complimentary Services

Get any of the free services to experience working with Anil Rawlani.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check