Col Rohit Gaur
Kalpavriksha Financial Services•New Delhi,DL
A-602, Pragya CGHS Ltd, Plot No. 1B, Sector - 02, Dwarka,
New Delhi, DL, 110075
A-602, Pragya CGHS Ltd, Plot No. 1B, Sector - 02, Dwarka, New Delhi, DL, 110075
Practice at a glance
5
Years of Experience
10
Families Served
₹5
Crores Managed
Practice Details
Min Monthly Investment:₹2,500 & more
Min Lumpsum Investment:₹25,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, Women Investors, Senior Citizens / Retirees, Business & SME Owners, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Armed Forces, Government Staff
Language Spoken:Hindi, English
Education
Formal Education
MBA – Master of Business Administration, BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors 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
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
Gift City
Complimentary Services
Get any of the free services to experience working with Col Rohit Gaur .
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
Retirement Readiness Check
Risk Profile Assessment
Financial Wellbeing Workshop
Tax-Saving Review
Loan & EMI Review