Milind Bane | Friend Financial Services

About

Help clients to define their financial goals and then plan strategically to achieve them. Wealth creation, Wealth Protection, Wealth Progression and Income Generation are the four main pillars of a structured financial plan. Rate of return doesn’t matter when money is available when it is needed most.

Practice at a glance

26

Years of Experience

1000

Families Served

₹160

Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more

Min Lumpsum Investment:₹2,00,000 & more

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Senior Management

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

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

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with Milind Bane.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review