Makarand Satam | Vete Associates MFD Private Limited

About

Profession: Investment Advisor Expertise: Goal-based financial planning, specializing in mutual funds, SIP strategies, and wealth creation. Clients Served: Young professionals, families, entrepreneurs, NRIs, and senior citizens. Approach: Trusted partner in financial growth, empowering clients to achieve financial freedom through disciplined investments.

Practice at a glance

10

Years of Experience

3500

Families Served

₹1,000

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

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

SEBI Registered Investment Adviser

Education

Formal Education

BSc – Bachelor of Science

Industry Education

NISM X-B – Investment Adviser Level 2

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

Can help you buy / invest in

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Makarand Satam.

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