Kailash Malpani | WEALTH WISDOM

About

'CLIENT FIRST' is our business mantra. Working in the field of finance for more than 25 years. Trust of clients and credibility are our biggest earnings.

Practice at a glance

25

Years of Experience

180

Families Served

₹150

Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more

Min Lumpsum Investment:₹5,00,000 & more

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Doctors, Salaried Executives, Founders & Entrepreneurs

Language Spoken:Hindi, Marathi, English

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN 34393

Education

Formal Education

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Kailash Malpani.

30 Minute Q&A — Ask Me Anything

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review