Jayant Harde | Gurukripa Insurance and Investments

Practice at a glance

34

Years of Experience

1200

Families Served

₹65

Crores Managed

Practice Details

Min Monthly Investment:₹1,000

Min Lumpsum Investment:₹10,000

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, Armed Forces, Government Staff

Language Spoken:Hindi, Marathi, English

Qualification Completed

MBA (Finance / Investments)

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

37779

IRDAI Licensed Insurance Agent (General)

123456

IRDAI Licensed Insurance Agent (Life)

01666970

Education

Formal Education

BBA – Bachelor of Business Administration, MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM VIII – Equity Derivatives 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

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

Home Loans

Loan Against Securities

PMS

SIF

AIF

Gift City

Complimentary Services

Get any of the free services to experience working with Jayant .

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check

Risk Profile Assessment

Financial Wellbeing Workshop

Tax-Saving Review

Loan & EMI Review