Leena Gokhale
Vittsarathi•Thane,MH
504 Parijat Sanskriti Nagar CHS Panchpakhadi Thane W 400602,
Thane, MH, 400602
504 Parijat Sanskriti Nagar CHS Panchpakhadi Thane W 400602, Thane, MH, 400602
Practice at a glance
15
Years of Experience
70
Families Served
₹34
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:
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
Can help you to
Children’s Goals
Organize Financials
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 Gokhale.
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check