Jaydeep Kore
Certified Financial Planner (CFP) & Mutual Fund Distributor
"As a Certified Financial Planner (CFP) and SEBI Registered Mutual Fund Distributor, I help clients make informed financial decisions, plan investments, and achieve their financial goals. With expertise in wealth management and long-term planning, I provide tailored advice to secure financial futures."
Practice at a glance
2
Years of Experience
100
Families Served
₹1.5
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (Life)
PFRDA Registered Retirement Adviser
Education
Formal Education
BA – Bachelor of Arts
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
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 Jaydeep .