Anil Salvi | Angasa Financial Services Pvt Ltd.

About

I have been in the financial services industry since the year 2000. I have completed CFP Modules, Practicing holistic approach to Financial plans advisory for my clients

Practice at a glance

23

Years of Experience

300

Families Served

₹50

Crores Managed

Practice Details

Min Monthly Investment:₹10,000

Min Lumpsum Investment:₹10,000

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Salaried Executives

Language Spoken:Hindi

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

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

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

Global Investing

Life Insurance

Mutual Funds

Stocks & Equity

Complimentary Services

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

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint