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SANJAY GUPTA | Wise-Asset Finvest | MumbaiSANJAY GUPTA | Wise-Asset Finvest | Mumbai

SANJAY GUPTA

Wise-Asset Finvest•Mumbai,MH
We Work, 10th Floor, NESCO, Goregaon East, Mumbai-400063,
Mumbai, MH, 400063
We Work, 10th Floor, NESCO, Goregaon East, Mumbai-400063, Mumbai, MH, 400063
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About

An MBA(Finance) & Certified Financial Planner having worked as a PFP (Personal Finance Professional) since 2009 has helped approx. 250 families create and manage wealth efficiently. We help you crystallize your Dreams, identify your goals as per your dreams and hand hold throughout your journey till you achieve your Goals. Why us We continuously attempt to do the following value addition to our clients. 1 We help you organize and unclutter your financial life. 2 We help you avoid emotionally driven decisions around investments 3 We help you to be financially prepared for emergencies and transitions 4 We will stand by your family in case of emergencies 5 We help you do consistent and increased regular savings

Practice at a glance

18
Years of Experience
250
Families Served
₹110
Crores Managed

Practice Details

Min Monthly Investment:₹25,000 & more
Min Lumpsum Investment:₹10,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Senior Management, NRI / OCI, Business & SME Owners
Language Spoken:Hindi, Marathi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination, NISM XIII: Common Derivatives 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
Global Investing
Life Insurance
Mutual Funds
Stocks & Equity
PMS
SIF
AIF

Complimentary Services

Get any of the free services to experience working with SANJAY GUPTA.

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