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
Practice at a glance
12
Years of Experience
100
Families Served
₹50
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
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
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
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check
Risk Profile Assessment
Financial Wellbeing Workshop
Tax-Saving Review