Dattatraya Mulay

Neo Economy and You Financial Services Pvt Ltd•Pune

Office No - 13, B - Wing, 4th Floor, Dr Herekar Park, Above Just Casual, Near Kamala Nehru Park, Bhandarkar Road,

Pune, 411004

Office No - 13, B - Wing, 4th Floor, Dr Herekar Park, Above Just Casual, Near Kamala Nehru Park, Bhandarkar Road, Pune, 411004

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About

We have more than 14 years of experience in the Financial Services Sector. We offer technology based services for our clients to effectively monitor their portfolio and help them reach their financial goals. We are one solution for all insurance and investment needs. We focus on being the most reliable prompt and efficient provider of financial and insurance services. We endeavour to be a one stop financial supermarket and to be of immense help to our investors and provide help regarding tax Solutions, retirement planning, wealth creation and insurance management.

Practice at a glance

Years of Experience

250

Families Served

₹50

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹50,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers)

Language Spoken:Hindi, Marathi, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

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

Invest for Goals

Plan Retirement

Build Wealth

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

Stocks & Equity

PMS

SIF

Gift City

Complimentary Services

Get any of the free services to experience working with Dattatraya Mulay.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Risk Profile Assessment

Financial Wellbeing Workshop