Gaurav Harsule
Finovia Wealth Pvt Ltd•Pune,MH
Level 2, Mantri House, Fergusson College Road, Shivajinagar,
Pune, MH, 411002
Level 2, Mantri House, Fergusson College Road, Shivajinagar, Pune, MH, 411002
About
Practice at a glance
4
Years of Experience
3000
Families Served
₹350
Crores Managed
Practice Details
Min Monthly Investment:₹50,000 & more
Min Lumpsum Investment:₹50,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, HNI Families
Language Spoken:Hindi, Marathi
Qualification Completed
CA – Chartered Accountant
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
PFRDA Registered Retirement Adviser
SEBI Registered Investment Adviser
SEBI Registered Research Analyst
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
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Gaurav Harsule.
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