Bappasaheb Kharat | Sankalp Investment

About

Client-first Personal Finance Professional With-12 years In MF financial Services and Life Insurance 27 + years services, healping individuals and Corporates become informed investors and achieve life goals throught structured financial planing and disciplined, long-term investing

Practice at a glance

12

Years of Experience

376

Families Served

₹25

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹50,000 & more

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors

Language Spoken:Hindi, Marathi

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-92928

IRDAI Licensed Insurance Agent (General)

NIAAG00062717

IRDAI Licensed Insurance Agent (Life)

014130349

Education

Formal Education

Post Graduate Degree (Any Field)

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

Financial Freedom

Buy Right Insurance

Create Emergency Fund

Can help you buy / invest in

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Home Loans

Complimentary Services

Get any of the free services to experience working with Bappasaheb Kharat .

30 Minute Q&A — Ask Me Anything

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Retirement Readiness Check

Risk Profile Assessment

Financial Wellbeing Workshop