Jaydeep Kore

JK Financial Services and Investment•Satara,MH

406 A WING UNIQUE PLAZA SANGAMNAGAR KHED,

Satara, MH, 415003

406 A WING UNIQUE PLAZA SANGAMNAGAR KHED, Satara, MH, 415003

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About

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

Years of Experience

100

Families Served

₹2

Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more

Min Lumpsum Investment:₹10,000 & more

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Doctors, Salaried Executives, Armed Forces, Government Staff

Language Spoken:Hindi, Marathi, English

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 Kore.

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

Risk Profile Assessment

Financial Wellbeing Workshop

Tax-Saving Review

Loan & EMI Review