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Deepak Damji Thakker | PINNACLE CAPITAL FINANCIAL SERVICES | ThaneDeepak Damji Thakker | PINNACLE CAPITAL FINANCIAL SERVICES | Thane

Deepak Damji Thakker

PINNACLE CAPITAL FINANCIAL SERVICES•Thane,MH
Office No.1, Swaroop Enclave CHS-B wing, Bhakti Mandir Road, Near Hari Niwas Circle, Panchpakhadi, Thane West,
Thane, MH, 400602
Office No.1, Swaroop Enclave CHS-B wing, Bhakti Mandir Road, Near Hari Niwas Circle, Panchpakhadi, Thane West, Thane, MH, 400602
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About

Certified QPFP (2022) Practicing Individual Personal Financial Services and Distributions

Practice at a glance

23
Years of Experience
153
Families Served
₹62.4
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

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, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination

Can help you to

Plan Complete Finances
Children’s Goals
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Reduce Loans & Debt
Create Emergency Fund

Can help you buy / invest in

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

Complimentary Services

Get any of the free services to experience working with Deepak Damji Thakker.

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