Mahesh Chavan
I4I INVESTMENT SERVICES PVT LTD•Raigarh(mh),MH
Office No.7 Sai Regency Plot No.17 Sector 15 Kamothe ,
Raigarh(mh), MH, 410206
Office No.7 Sai Regency Plot No.17 Sector 15 Kamothe , Raigarh(mh), MH, 410206
About
Practice at a glance
18
Years of Experience
1000
Families Served
₹110
Crores Managed
Practice Details
Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹50,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, NRI / OCI, Women Investors, HNI Families, Doctors, Professionals (CAs, Lawyers), Founders & Entrepreneurs
Language Spoken:Hindi, Marathi, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
MBA (Finance / Investments)
NISM PG Programs
Licenses Held
AMFI Registered Mutual Fund Distributor
162171
IRDAI Licensed Insurance Agent (General)
20159180
IRDAI Licensed Insurance Agent (Life)
808080
APMI Registered PMS Distributor
ARN: 162171
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM XVII: Retirement Advisor Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Build Wealth
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Mahesh Chavan.
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
Stocks Portfolio Review