Mahek Ashar
Vision Investments•Mumbai
101, Prathmesh, Ram Mandir Road, Babhai Naka, Borivali(WEST),
Mumbai, 400092
101, Prathmesh, Ram Mandir Road, Babhai Naka, Borivali(WEST), Mumbai, 400092
Practice at a glance
3
Years of Experience
0
Families Served
₹100
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
Education
Formal Education
BFM – Bachelor of Financial Markets
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Plan Retirement
Build Wealth
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Mahek.
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review