Heena Contractor

InvestSure Financial Services •Mumbai,MH

502 Arihant House st. xaviers street parel,

Mumbai, MH, 400012

502 Arihant House st. xaviers street parel, Mumbai, MH, 400012

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About

I am a Personal Finance Professional and the founder of Investsure Financial Services, with over 10 years of experience in helping individuals and families achieve financial independence through structured, goal-based planning. Backed by certifications including CFP, NISM, and CIA, I bring a strong foundation of expertise across investments and risk management. My approach focuses on simplifying complex financial decisions, aligning money with meaningful goals, and building sustainable, long-term wealth with clarity and discipline.

Practice at a glance

Years of Experience

100

Families Served

₹50

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹50,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Women Investors, Salaried Executives, Professionals (CAs, Lawyers)

Language Spoken:Hindi, Marathi, Gujarati, Marwadi, English

Qualification Completed

CFP – Certified Financial Planner

NISM PG Programs

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-68104

IRDAI Licensed Insurance Agent (General)

1644937

IRDAI Licensed Insurance Agent (Life)

1644937

SIF Distributor (AMFI)

ARN-68104

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM VIII – Equity Derivatives Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

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

Loan Against Securities

PMS

SIF

AIF

Complimentary Services

Get any of the free services to experience working with Heena Contractor.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check

Risk Profile Assessment

Financial Wellbeing Workshop

Tax-Saving Review