Ashish Wani
Anviksha Wealth•Kalyan,MH
shop no-16, Nilgiri Bldg,Atmaram nagar,Lokgram,
Kalyan, MH, 421306
shop no-16, Nilgiri Bldg,Atmaram nagar,Lokgram, Kalyan, MH, 421306
About
Practice at a glance
20
Years of Experience
2000
Families Served
₹100
Crores Managed
Practice Details
Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Women Investors, Senior Citizens / Retirees, Business & SME Owners, Government Staff
Language Spoken:Hindi, Marathi, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BA – Bachelor of Arts
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM XVII: Retirement Advisor Certification
Can help you to
Plan Complete Finances
Invest for Goals
Make a Will / Trust
Can help you buy / invest in
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Ashish Wani.
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
Stocks Portfolio Review
Retirement Readiness Check