Hitesh Daftari
Daftari Finserv LLP•Mumbai,MH
403 Avior Corporate Park Nirmal Galaxy 4th Floor L B S Road Near Smarudhi Hall Mulund West Mumbai,
Mumbai, MH, 400080
403 Avior Corporate Park Nirmal Galaxy 4th Floor L B S Road Near Smarudhi Hall Mulund West Mumbai, Mumbai, MH, 400080
About
Practice at a glance
37
Years of Experience
500
Families Served
₹239
Crores Managed
Practice Details
Min Monthly Investment:₹4,00,000 & more
Min Lumpsum Investment:₹3,50,00,000 & more
Nature of earnings:Commissions
Mode of Meetings: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
Language Spoken:Hindi, Gujarati, English
Qualification Completed
CFP – Certified Financial Planner
QPFP – Qualified Personal Finance Professional
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
Build Wealth
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Hitesh Daftari.
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
Stocks Portfolio Review
Retirement Readiness Check
Risk Profile Assessment
Financial Wellbeing Workshop
Tax-Saving Review
Loan & EMI Review