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Harshavardhan Bhusari | FIN PALS | PuneHarshavardhan Bhusari | FIN PALS | Pune

Harshavardhan Bhusari

FIN PALS•Pune,MH
Office no 17, Bandal Capital, Kothrud Depot Chowk, Paud Road, Pune,
Pune, MH, 411038
Office no 17, Bandal Capital, Kothrud Depot Chowk, Paud Road, Pune, Pune, MH, 411038
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About

My romance with Personal Finance commenced when I found myself in need of guidance for managing my own money. I found and still believe that there is a dearth of proper guidance when it comes to managing money. It is important to have a roadmap of the financial journey ready beforehand to avoid getting surprised when the milestones or goals actually arrive. Hence, raising the financial literacy levels of the masses is the key to a happier world. Procrastination of personal finance decisions due to various factors cripple the chances of an individual to lead a happy, stress free and financially worry-free life. However, a financially literate person can easily overcome these pitfalls. I am on a mission to spread financial awareness!

Practice at a glance

15
Years of Experience
150
Families Served
₹0
Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, NRI / OCI, Women Investors, Senior Citizens / Retirees, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers)
Language Spoken:Hindi, Marathi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

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
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Harshavardhan Bhusari.

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
Retirement Readiness Check