Established in 2005,Savepro Financial Services is a boutique Wealth Management firm dedicated to serving a diverse clientele. Our mission is to provide tailored, need-based financial investment solutions that empower individuals and families to secure their financial future.
I am Head of Operations & Customer Relations at Savepro. I have over 10 years experience in Strategy ,Business Operations and Sales. I have done my MBA from Amity Business School and B.Com from Delhi University. I have managed successful projects at leading organizations like Landmark Worldwide, Microsoft, Canon. My expertise lies in Client Management and ensuring Customer Delight. I am committed to making your financial journey smooth and helping you achieve your life goals through personalized financial planning. I am passionate about bridging the knowledge gap and empowering people to make informed financial decisions. My goal is to provide you with tools and insights needed to reach your significant milestones.
Practice at a glance
5
Years of Experience
120
Families Served
₹11
Crores Managed
Practice Details
Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Women Investors, Salaried Executives
Language Spoken:Hindi, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
EUIN503812
Education
Formal Education
BCom – Bachelor of Commerce, MBA – Master of Business Administration
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
Build Wealth
Financial Freedom
Buy Right Insurance
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Stocks & Equity
PMS
Gift City
Complimentary Services
Get any of the free services to experience working with Meeta Mehta.