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Imran Gilani | Gilani Wealth | PalgharImran Gilani | Gilani Wealth | Palghar

Imran Gilani

Gilani Wealth•Palghar,MH
212, Arihant Market , Ostwal Empire, Above Idbi Bank, Boisar,
Palghar, MH, 401501
212, Arihant Market , Ostwal Empire, Above Idbi Bank, Boisar, Palghar, MH, 401501
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About

I Help Families Achieve Their Financial Goals & Create a Legacy | CFP | AMFI-Registered Mutual Fund Distributor | Qualified Personal Finance Professional

Practice at a glance

19
Years of Experience
780
Families Served
₹100
Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹5,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Salaried Executives
Language Spoken:Hindi, Marathi, Gujarati, Urdu

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

BBA – Bachelor of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

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

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Imran Gilani.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check