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Mitali Gosher | SIP MF Services LLP | BengaluruMitali Gosher | SIP MF Services LLP | Bengaluru

Mitali Gosher

SIP MF Services LLP•Bengaluru,KA
686, 1st Floor Dr. Rajkumar Road, 74th, Cross Road, 5th Block, Rajajinagar, ,
Bengaluru, KA, 560010
686, 1st Floor Dr. Rajkumar Road, 74th, Cross Road, 5th Block, Rajajinagar, , Bengaluru, KA, 560010
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About

With over a decade of experience in personal finance, I bring a wealth of expertise as a Certified Financial Planner (CFP), Qualified Personal Finance Professional (QPFP), and holder of a Masters in Business Administration with a specialization in Financial Management. Currently a vital member of the core team at SIP MF Services LLP, I am instrumental in providing comprehensive investment plans that empower clients to streamline their finances and embark on a successful journey towards achieving their financial goals. My proficiency spans various areas, including tax planning, investment planning, risk analysis, insurance planning, individual budgeting, cash flow analysis, net worth analysis, goal planning, and estate planning. By leveraging my knowledge and skills in these domains, I offer invaluable guidance to clients, helping them make informed decisions and optimize their financial resources.

Practice at a glance

10
Years of Experience
300
Families Served
₹150
Crores Managed

Practice Details

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

Qualification Completed

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

Licenses Held

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Plan Retirement
Save Taxes
Build Wealth

Can help you buy / invest in

Other Insurances
Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Mitali Gosher.

Financial Health Check-up
Mutual Fund Portfolio Review