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Kavita Bothra

Primassure LLP•Thane,MH

401,402, 403 Thacker Tower, Plot 86, Sector 17, Vashi, Navi Mumbai,

Thane, MH, 400703

401,402, 403 Thacker Tower, Plot 86, Sector 17, Vashi, Navi Mumbai, Thane, MH, 400703

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About

“Controlling your time is the highest dividend money pays.” ―Morgan Housel That’s what I learn every day, that’s what I tell my clients all the time, because that’s what we are all looking for. Developing relationships is the key to long-term business.

Practice at a glance

Years of Experience

100

Families Served

₹120

Crores Managed

Practice Details

Min Monthly Investment:₹50,00,000 & more

Min Lumpsum Investment:₹10,00,000 & more

Nature of earnings:Commissions

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

Specialises working with:Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors

Language Spoken:Hindi, Marathi

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BSc – Bachelor of Science

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Plan Retirement

Save Taxes

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with Kavita Bothra.

30 Minute Q&A — Ask Me Anything

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check