Avinash Kadam | PPARAS FINSERV LLP

About

I AM GIVING GOAL BASES INFORMATION & SOLUTIONS,DEALING MANY SENIOR CITIZENTS WITH ALSO HELPS TO DO ESTATE PLANNING.

Practice at a glance

16

Years of Experience

1200

Families Served

₹200

Crores Managed

Practice Details

Min Monthly Investment:₹10,000

Min Lumpsum Investment:₹50,000

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

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.

Insurance Portfolio Review

Mutual Fund Portfolio Review

Stocks Portfolio Review

Retirement Readiness Check

Risk Profile Assessment

Tax-Saving Review