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CA Dipti Bhate Thakkar QPFP® | Thakkar Associates | PuneCA Dipti Bhate Thakkar QPFP® | Thakkar Associates | Pune

CA Dipti Bhate Thakkar QPFP®

Thakkar Associates•Pune,MH
203 Emilia, Nyati Meadows, Opp. St. Arnold's School Wadgaonsheri,
Pune, MH, 411014
203 Emilia, Nyati Meadows, Opp. St. Arnold's School Wadgaonsheri, Pune, MH, 411014
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About

CA Dipti spent nearly 12 years with firms like Deloitte, PwC, and others, specializing in global mobility and personal taxation for expats in India and NRIs. Alongside her career, she nurtured a strong passion for Personal Finance—advising family, friends, and fellow professionals on financial and investment matters. In August 2019, she founded Thakkar Associates to extend her expertise beyond her circle and help individuals make informed financial decisions. As a QPFP®, she enables clients to articulate, prioritize, and quantify their financial goals, guiding them to manage their money wisely and invest in suitable products based on their risk profile. She supports them with education and ongoing handholding on their path to Financial Independence.

Practice at a glance

6
Years of Experience
130
Families Served
₹29
Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, Women Investors, Salaried Executives
Language Spoken:Hindi, Gujarati, Kannada, English

Qualification Completed

CA – Chartered Accountant

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-195369

IRDAI Licensed Insurance Agent (General)

Reg. No. 00153146749

IRDAI Licensed Insurance Agent (Life)

Reg. No.00153146749

SIF Distributor (AMFI)

ARN-195369

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XIII: Common Derivatives Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination

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
Life Insurance
Mutual Funds
NPS & Govt Schemes
Home Loans
Loan Against Securities
PMS
SIF
AIF

Complimentary Services

Get any of the free services to experience working with CA Dipti Bhate Thakkar QPFP®.

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
Risk Profile Assessment
Financial Wellbeing Workshop