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Avinash Kadam | PPARAS FINSERV LLP | MumbaiAvinash Kadam | PPARAS FINSERV LLP | Mumbai

Avinash Kadam

PPARAS FINSERV LLP•Mumbai,MH
310, Highway Commerce Centre, C.T.S No-1, I.B Patel Road, Near Petrol Pump, Goregaon East,
Mumbai, MH, 400063
310, Highway Commerce Centre, C.T.S No-1, I.B Patel Road, Near Petrol Pump, Goregaon East, Mumbai, MH, 400063
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About

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.

Insurance Portfolio Review
Mutual Fund Portfolio Review
Stocks Portfolio Review
Retirement Readiness Check
Risk Profile Assessment
Tax-Saving Review