MINTESH KHODIYAR | ELITE FUNDz

About

"Building Wealth is the ultimate goal of Human Happiness" Myself EC Eng. and Certified Financial Planner CFP® Learning from Infotech to Fintech having rich work experience with IT and Financial giants, now on a mission to Educate a Financial Wellbeing. Serving to the families who really wants to create wealth for the happiness of life, till alive. Serving to Individuals who have a life goal, Serving to the people who deserves and wants to leave their footprints behind, and also serving to those who believe in Financial Planning.

Practice at a glance

16

Years of Experience

211

Families Served

₹0

Crores Managed

Practice Details

Min Monthly Investment:₹50,000 & more

Min Lumpsum Investment:₹5,00,000 & more

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Armed Forces, Government Staff

Language Spoken:Hindi, Marathi, Gujarati, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Invest for Goals

Plan Retirement

Build Wealth

Make a Will / Trust

Financial Freedom

Can help you buy / invest in

Mutual Funds

Loan Against Securities

PMS

SIF

AIF

Gift City

Complimentary Services

Get any of the free services to experience working with MINTESH KHODIYAR CFP®.

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check