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MAYURESH DOLAS | M’Secure | ThaneMAYURESH DOLAS | M’Secure | Thane

MAYURESH DOLAS

M’Secure•Thane,MH
302, MARUTI BHAVAN, RAM MARUTI ROAD, NAUPADA,
Thane, MH, 400602
302, MARUTI BHAVAN, RAM MARUTI ROAD, NAUPADA, Thane, MH, 400602
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About

We, at M'Secure, incorporated in the year 1972 and at present having 2000 + satisfied clients. We help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.

Practice at a glance

28
Years of Experience
3000
Families Served
₹350
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

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
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity

Complimentary Services

Get any of the free services to experience working with MAYURESH DOLAS.

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
Retirement Readiness Check