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CHANDRAKANT  SHARMA | Rishabh Finvest | Vasai-VirarCHANDRAKANT  SHARMA | Rishabh Finvest | Vasai-Virar

CHANDRAKANT SHARMA

Rishabh Finvest•Vasai-Virar,MH
A105 Mahavir Nagar CHS 100 FT Road,
Vasai-Virar, MH, 401202
A105 Mahavir Nagar CHS 100 FT Road, Vasai-Virar, MH, 401202
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About

As the founder of Rishabh Finvest, a wealth management and financial product distribution business, I am committed to helping clients achieve their financial goals with a tailored approach. Rishabh Finvest offers a comprehensive range of financial solutions, including PMS, AIF, mutual funds, bonds, direct equity, and other fixed-income products. Aligned with our core philosophy, ‘Let’s Grow Together,’ we focus on fostering growth and financial security for our clients. Leveraging years of expertise, I aim to empower clients to make informed financial decisions in an ever-evolving landscape.”

Practice at a glance

15
Years of Experience
1200
Families Served
₹100
Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals
Language Spoken:Hindi

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

Education

Formal Education

BCom – Bachelor of Commerce, Post Graduate Degree (Any Field), MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Home Loans
Loan Against Securities
PMS

Complimentary Services

Get any of the free services to experience working with CHANDRAKANT SHARMA.

Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
Stocks Portfolio Review
Retirement Readiness Check