Jitendra Joshi | Acornia Investment Services pvt Ltd

About

Having worked in various Leading OEM's and MNC's as a Purchasing professional, the broader aim is to be a contributor to atleasrt 500 plus Families in achieving their Financial wellbeing.

Practice at a glance

3

Years of Experience

34

Families Served

₹5

Crores Managed

Practice Details

Min Monthly Investment:₹7,000

Min Lumpsum Investment:₹51,00,000

Nature of earnings:Commissions

Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)

Specialises working with:Young Professionals

Language Spoken:Marathi

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

197246

Education

Formal Education

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Children’s Goals

Invest for Goals

Plan Retirement

Financial Freedom

Can help you buy / invest in

Health Insurance

Mutual Funds

SIF

Complimentary Services

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

Retirement Readiness Check

Financial Wellbeing Workshop