SAKSHI GHOLAP | Samsecurex Investments

About

Sakshi Gholap, CWM Owner, Samsecurex Investments Highly experienced financial professional with 16+ years in comprehensive financial planning and portfolio management. Electronics and Telecom Engineering graduate with certifications in: - Chartered Wealth Manager - IRDA Insurance Advisor - AMFI Distributor - Personal Finance - Risk Finder - Insurance Management - Business Risk Management Empowering individuals through financial education - 200+ people guided towards financial well-being. #FinancialPlanning #WealthManagement #PortfolioManagement

Practice at a glance

16

Years of Experience

400

Families Served

₹20

Crores Managed

Practice Details

Min Monthly Investment:₹5,000

Min Lumpsum Investment:₹50,000

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals

Language Spoken:Hindi, Marathi, English

Qualification Completed

CWM – Chartered Wealth Manager

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-75238

SIF Distributor (AMFI)

ARN-75238

Education

Formal Education

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification

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

Health Insurance

Life Insurance

Mutual Funds

Loan Against Securities

PMS

SIF

Complimentary Services

Get any of the free services to experience working with SAKSHI.

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Retirement Readiness Check

Risk Profile Assessment