MAHENDRA ASHTEKAR
SoHum WealtH•Mumbai,MH
Raghuleela,Kandivali West ,
Mumbai, MH, 400067
Raghuleela,Kandivali West , Mumbai, MH, 400067
About
Practice at a glance
10
Years of Experience
70
Families Served
₹57
Crores Managed
Practice Details
Min Monthly Investment:₹50,000 & more
Min Lumpsum Investment:₹50,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Professionals (CAs, Lawyers), Founders & Entrepreneurs
Language Spoken:Hindi, Marathi, English
Qualification Completed
MBA (Finance / Investments)
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-99800
IRDAI Licensed Insurance Agent (General)
LIC-03290891
IRDAI Licensed Insurance Agent (Life)
LIC-03290891
APMI Registered PMS Distributor
APRN00026
Education
Formal Education
MBA – Master of Business Administration
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Home Loans
Loan Against Securities
PMS
AIF
Gift City
Complimentary Services
Get any of the free services to experience working with MAHENDRA ASHTEKAR.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check
Risk Profile Assessment
Financial Wellbeing Workshop
Tax-Saving Review
Loan & EMI Review