Asha Verma
ESPI Financial Services•Mumbai,MH
Online/ Offline,
Mumbai, MH, 400078
Online/ Offline, Mumbai, MH, 400078
About
Practice at a glance
6
Years of Experience
40
Families Served
₹1.5
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings: --
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
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
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
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund
Can help you buy / invest in
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Complimentary Services
Get any of the free services to experience working with Asha Verma.
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
Retirement Readiness Check
Risk Profile Assessment
Tax-Saving Review
Loan & EMI Review