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Krishna Gupta | Kumars Financial Services | MumbaiKrishna Gupta | Kumars Financial Services | Mumbai

Krishna Gupta

Kumars Financial Services•Mumbai,MH
Gr.42 Mona Shopping Centre , Jp Road Near Navrang Cinema Andheri West,
Mumbai, MH, 400058
Gr.42 Mona Shopping Centre , Jp Road Near Navrang Cinema Andheri West, Mumbai, MH, 400058
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About

Mutual Fund & Wealth Advisory professional since 2017. Founder of Kumar’s Financial Services, specialising in SIP strategies, HNI portfolios, and long-term financial planning.

Practice at a glance

14
Years of Experience
327
Families Served
₹120
Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals
Language Spoken:Hindi, Marathi, English

Qualification Completed

MBA (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Plan Retirement
Build Wealth
Financial Freedom
Buy Right Insurance
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Loan Against Securities
PMS
AIF
Gift City

Complimentary Services

Get any of the free services to experience working with Krishna Gupta.

30 Minute Q&A — Ask Me Anything
Financial Health Check-up
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check
Loan & EMI Review