Devshree Malwade

Malwade Wealth•Mumbai,MH

19, 20, 21 Lokhandwala Building, 38 Bora Bazaar Street, Next to Bai Kabibai School, Fort,

Mumbai, MH, 400001

19, 20, 21 Lokhandwala Building, 38 Bora Bazaar Street, Next to Bai Kabibai School, Fort, Mumbai, MH, 400001

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About

I have been working in the Financial Industry providing Financial Services for Wealth Management along with Investment & Insurance Planning, Succession Planning & Tax Planning to my clients. I run my own setup called "Malwade Wealth". My MISSION is to create Trust & help my clients grow & preserve their Wealth. I strive to provide them with Financial Peace of Mind by delivering Tailored Investment Solution. My VISION to help my clients feel Confident about their Future and Pursue their Financial Goals & Dreams in life with my support.. Serving clients is my passion. You can visit me at: www.malwadewealth.com

Practice at a glance

Years of Experience

400

Families Served

₹250

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings: --

Mode of Meetings:Hybrid (Physical + Virtual)

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

Language Spoken:Hindi, Marathi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-105831

Education

Formal Education

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

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Devshree Malwade.

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