Harsha Jethva
Cresta Wealth Private Limited •Pune,MH
406, westport, Pancard club road, baner, Pune 411045,
Pune, MH, 411045
406, westport, Pancard club road, baner, Pune 411045, Pune, MH, 411045
About
Practice at a glance
4
Years of Experience
500
Families Served
₹160
Crores Managed
Practice Details
Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Armed Forces, Government Staff
Language Spoken:Hindi, Marathi, Gujarati, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
E540192
IRDAI Licensed Insurance Agent (General)
IM-1744200
IRDAI Licensed Insurance Agent (Life)
01501266
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification, 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
Build Wealth
Financial Freedom
Buy Right Insurance
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Loan Against Securities
Complimentary Services
Get any of the free services to experience working with Harsha Jethva.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check