Chintan Kamdar, QPFP®, CFP®
Digi-Finmart Private Limited•Rajkot,GJ
Office No 1207, Wing A, 12th Floor,R K ICONIC, Near Shital Park BRTS stand, 150 Feet Ring road, ,
Rajkot, GJ, 360006
Office No 1207, Wing A, 12th Floor,R K ICONIC, Near Shital Park BRTS stand, 150 Feet Ring road, , Rajkot, GJ, 360006
About
Practice at a glance
18
Years of Experience
350
Families Served
₹50
Crores Managed
Practice Details
Min Monthly Investment:₹1,00,000 & more
Min Lumpsum Investment:₹10,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Business & SME Owners, Salaried Executives, Founders & Entrepreneurs
Language Spoken:Hindi, Gujarati, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
CFP – Certified Financial Planner
MBA (Finance / Investments)
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-285987
IRDAI Licensed Insurance Agent (General)
NIA0024392
IRDAI Licensed Insurance Agent (Life)
NIA0024392
PFRDA Registered Retirement Adviser
201500076495
NSE/BSE Authorized Person (AP)
AP3086048893
SIF Distributor (AMFI)
ARN-285987
Education
Formal Education
BCom – Bachelor of Commerce, Post Graduate Degree (Any Field)
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM XVII: Retirement Advisor Certification, NISM XXI-A – Portfolio Management Services Distributors, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination, NISM XIII: Common Derivatives Certification
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
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
Complimentary Services
Get any of the free services to experience working with Chintan Kamdar, QPFP®, CFP®.
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
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check