Ashutosh Dabake | NPS Associates Private Limited

About

Member of CA Institute since 2006. Affiliated Member of CFA Institute, USA. Serving as Volunteer at CFA Society Pune since 2012. Active Rotary Member of Rotary Club of Pune Kothrud Serving more than 525 families and entities for achieve their financial goals and Financial Freedom. Specialization in Wealth Management and Tax Saving Strategies with 360 degree analysis

Practice at a glance

18

Years of Experience

525

Families Served

₹200

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

CA – Chartered Accountant

Licenses Held

AMFI Registered Mutual Fund Distributor

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

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Complimentary Services

Get any of the free services to experience working with CA Ashutosh Dabake.

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