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Kaustubh Wadekar

Era Capital Pvt. Ltd.•Pune,MH

402-403, Spectra Commercial Complex, Paud Road,

Pune, MH, 411038

402-403, Spectra Commercial Complex, Paud Road, Pune, MH, 411038

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About

Kaustubh has a rich experience of over 16 years in helping high net worth individuals, non-resident Indians, entrepreneurs and corporates on risk management, asset allocation and wealth/cash flow management strategies for well-planned financial decisions.

Practice at a glance

Years of Experience

125

Families Served

₹90

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

CFA – Chartered Financial Analyst

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce, BCA – Bachelor of Computer Applications

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Plan Retirement

Save Taxes

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Kaustubh Wadekar.

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