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 & more

Min Lumpsum Investment:₹10,000 & 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, 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 Harde.

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