Leena Chheda | Master Financial Services

About

I am a Certified Financial Planner. We help achieve your life goals like retirement fund, children education/ marriage fund , buying home , wealth creation etc. We help you achieve your life goals with the help of Mutual Funds, Bonds, Ncds, Fixed Deposits, Life & General insurance. In general insurance we offer health insurance (mediclaim,) , PA, travel insurance , fire , motor etc. Our firm is more than 40 years old.I have more than 25 years of experience in this field.

Practice at a glance

25

Years of Experience

1000

Families Served

₹250

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:Hindi, Marathi, Gujarati, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Leena Chheda.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Insurance Portfolio Review

Mutual Fund Portfolio Review