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Farhad Captain | Confiance Finvest | Mumbai

Farhad Captain

Confiance Finvest•Mumbai,MH
82 Jolly Maker Apartment No. 2, Plot-94 Sadhu TL Vswani Marg, Cuffe Parade.,
Mumbai, MH, 400005
82 Jolly Maker Apartment No. 2, Plot-94 Sadhu TL Vswani Marg, Cuffe Parade., Mumbai, MH, 400005
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About

I have over two decades of experience in Financial Services across Wealth Management and Private Banking and have been part of the core team with various organizations like Standard Chartered Bank, The Royal Bank of Scotland, Sanctum Wealth Mgmt. and Edelweiss where I was entrusted for growing one of the largest affluent banking propositions in the country. I have completed MMS (Finance), from Somaiya Institute of Management Studies & Research and and am a Certified Financial Planner (CFP) under the Financial Planning & Standards Board Ltd. which demonstrates a commitment to professionalism and met rigorous competency, ethics and professional practice standards to provide comprehensive wealth management services. Specialize in investment strategy and portfolio management to acquire, preserve and grow wealth. I believe that a product or price advantage can be always be duplicated. But a strong client partnership culture, driven by client value-creation cannot be easily replicated.

Practice at a glance

21
Years of Experience
60
Families Served
₹40
Crores Managed

Practice Details

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

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

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
Plan Retirement
Save Taxes
Build Wealth

Can help you buy / invest in

Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Farhad Captain.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Mutual Fund Portfolio Review
Stocks Portfolio Review
Retirement Readiness Check