Harwinder Singh CFP

Pratham Wealth•Chandigarh,CH

SCO 129-130, 1st Floor, Sector -17C,

Chandigarh, CH, 160017

SCO 129-130, 1st Floor, Sector -17C, Chandigarh, CH, 160017

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About

We as Propritor firm incorporated in the year 2016 and at present having More than 1000+ satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India).

Practice at a glance

Years of Experience

500

Families Served

₹107

Crores Managed

Practice Details

Min Monthly Investment:₹1,00,00,000 & more

Min Lumpsum Investment:₹10,70,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Physical, Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, NRI / OCI, Women Investors, Senior Citizens / Retirees, Founders & Entrepreneurs

Language Spoken:Hindi, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

SIF Distributor (AMFI)

109640

Education

Formal Education

BSc – Bachelor of Science

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors, NISM XIII: Common Derivatives Certification, IRDAI IC 34 – General Insurance Agent Examination, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination, NISM VIII – Equity Derivatives Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Build Wealth

Make a Will / Trust

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

Stocks & Equity

Home Loans

Loan Against Securities

PMS

SIF

AIF

Gift City

Complimentary Services

Get any of the free services to experience working with Harwinder Singh CFP.

30 Minute Q&A — Ask Me Anything

Mutual Fund Portfolio Review

Retirement Readiness Check