I provide goal-based financial guidance and solutions, with a special focus on assisting senior citizens.
My services also include support with estate planning to help clients secure their legacy and ensure smooth succession.
Practice at a glance
16
Years of Experience
1200
Families Served
₹200
Crores Managed
Practice Details
Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹50,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Senior Citizens / Retirees, Business & SME Owners, Doctors, Salaried Executives, Founders & Entrepreneurs, Government Staff
Language Spoken:Hindi, Marathi, Gujarati, English
Qualification Completed
NISM PG Programs
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-296133
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
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Home Loans
Loan Against Securities
PMS
SIF
AIF
Gift City
Complimentary Services
Get any of the free services to experience working with Avinash Kadam.