Balvir Chawla
Finnovators Services Private Limited•Pune,MH
101-103 A wing Pride silicon Plaza, Near Chaturshingi, Senapati Bapta Road Pune ,
Pune, MH, 411016
101-103 A wing Pride silicon Plaza, Near Chaturshingi, Senapati Bapta Road Pune , Pune, MH, 411016
About
Practice at a glance
23
Years of Experience
5500
Families Served
₹2,200
Crores Managed
Practice Details
Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹5,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Founders & Entrepreneurs
Language Spoken:Hindi, Marathi, English
Qualification Completed
CFP – Certified Financial Planner
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BCA – Bachelor of Computer Applications
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
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
Loan Against Securities
PMS
SIF
Gift City
Complimentary Services
Get any of the free services to experience working with Balvir Chawla.
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
Stocks Portfolio Review
Retirement Readiness Check
Financial Wellbeing Workshop
Loan & EMI Review