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Hrudyesh Patil | i-Need Fin-Essential Services | JalgaonHrudyesh Patil | i-Need Fin-Essential Services | Jalgaon

Hrudyesh Patil

i-Need Fin-Essential Services•Jalgaon,MH
Shop No- 257 , Ground Floor, Chhoriya Market, Raver, Dist, Jalgaon,
Jalgaon, MH, 425508
Shop No- 257 , Ground Floor, Chhoriya Market, Raver, Dist, Jalgaon, Jalgaon, MH, 425508
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About

I am Hrudyesh Ramesh Patil, an International Author and the Founder of Digital Institute of i-Need Fin-Essential Solutions Distance E-learning. Back in 2016, when I started this company, institute, and learning initiative, I had only one vision to help people live the life of their dreams. Because people search for genuine sources for information and achieve their financial goals with proper financial literacy. I’ll be honest with you. Being a Mutual Fund Distributor wasn’t one of my top goals when I started. In fact, for a long time, I was a Pharmacist and also worked as a Financial Journalist. As well as investment guidance is my hobby, and the hobby since 1993 Since its incorporation, we have helped 200 families and 150 retired individuals, 400 individuals, 3 Chartered Accountants, 70 Bank officials, 140 Business owners, entrepreneurs, and many more people to attain financial freedom.

Practice at a glance

18
Years of Experience
336
Families Served
₹10
Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹1,01,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Physical, Virtual, 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, Marathi

Qualification Completed

QPFP – Qualified Personal Finance Professional

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-154141

IRDAI Licensed Insurance Agent (Life)

AD1945

Education

Formal Education

BAF – Bachelor of Accounting & Finance

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Hrudyesh Patil.

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