Mahendrasingh Rao | NorthStella Wealth Pvt Ltd

About

Experienced Founder with a demonstrated history of working in the financial services industry. Skilled in Business Planning, Development, Client Relations, Business Strategy, and Wealth Management. Strong business development professional with a Master's focus in Finance from the Institute of Technology and Management Kharghar.

Practice at a glance

17

Years of Experience

300

Families Served

₹30

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

QPFP – Qualified Personal Finance Professional

CWM – Chartered Wealth Manager

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

Plan Complete Finances

Children’s Goals

Invest for Goals

Plan Retirement

Save Taxes

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Mahendrasingh Rao.

Financial Goals Analysis

Financial Health Check-up

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review

Retirement Readiness Check