Fagun Sheth | Mayank Finserve

About

New Generation Financial Advisor with a broad knowledge of Personal Finance. A humble learner in Equity Analysis & Portfolio Management. Skilled in Investment management, Financial Planning, Debt Management, Strategic Planning, Personal Finance & Client Service.

Practice at a glance

8

Years of Experience

100

Families Served

₹0

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings: --

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

CFA – Chartered Financial Analyst

Licenses Held

AMFI Registered Mutual Fund Distributor

000000

IRDAI Licensed Insurance Agent (Life)

00000

Education

Formal Education

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XIII: Common Derivatives Certification, IRDAI IC 38 – Life Insurance Agent Examination

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Plan Retirement

Save Taxes

Build Wealth

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 Fagun.

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

Retirement Readiness Check