HRISHIKESH NEVKAR
SunRise Investment•Nashik
Nashik,
Nashik, 422009
Nashik, Nashik, 422009
Practice at a glance
18
Years of Experience
450
Families Served
₹15
Crores Managed
Practice Details
Min Monthly Investment:₹5,000
Min Lumpsum Investment:₹1,00,000
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, Senior Citizens / Retirees, Business & SME Owners, Doctors, Salaried Executives
Language Spoken:Hindi, Marathi, English
Qualification Completed
MBA (Finance / Investments)
Licenses Held
AMFI Registered Mutual Fund Distributor
157494
IRDAI Licensed Insurance Agent (General)
BA0000142156
IRDAI Licensed Insurance Agent (Life)
114469176
Education
Formal Education
MBA – Master of Business Administration
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, IRDAI IC 34 – General 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
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Loan Against Securities
SIF
Gift City
Complimentary Services
Get any of the free services to experience working with HRISHIKESH.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review