Logo
Logo
Logo
Search By Categories
By Needs
  • Loading...
By Products
  • Loading...
By Specializations
  • Coming soon
Professionals Get ListedExplore Financial Wellbeing
Get Free 1:1 Consultation
Logo
Logo
Namit Thakkar | Fundrover Financial Services LLP | New Delhi

Namit Thakkar

Fundrover Financial Services LLP•New Delhi,DL
Delhi,
New Delhi, DL, 201011
Delhi, New Delhi, DL, 201011
View LinkedinView Website
LinkedIn
About

I specialise in equity investing and debt-trap counselling, two areas that require both financial understanding and the ability to remain rational when emotions are high. My equity investment approach is generally built around a 50:50 allocation, keeping a meaningful portion of capital as DRY POWDER to deploy when markets present attractive opportunities. Over the years, I have also counselled and supported individuals and families through challenging financial situations, including debt traps. I believe getting out of debt is not just about restructuring numbers. It requires discipline, the right mindset and a clear path forward. Helping people regain control of their finances and rebuild their financial confidence has been an equally meaningful part of my work. For me, financial advice is ultimately about both sides of the equation: knowing how to build wealth when things are going well, and knowing how to navigate difficult financial periods when they are not.

Practice at a glance

8
Years of Experience
60
Families Served
₹24
Crores Managed

Practice Details

Min Monthly Investment:₹40,000 & more
Min Lumpsum Investment:₹5,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, NRI / OCI, Senior Citizens / Retirees, Business & SME Owners, HNI Families
Language Spoken:Hindi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

8697

CFP – Certified Financial Planner

125078

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-96522

APMI Registered PMS Distributor

APRN08854

SIF Distributor (AMFI)

ARN-96522

Education

Formal Education

BCom – Bachelor of Commerce, Post Graduate Degree (Any Field), Post Graduate Degree (Any Field)

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM VIII – Equity Derivatives Certification, NISM XXI-A – Portfolio Management Services Distributors, NISM XV – Research Analyst Certification, NISM XIII: Common Derivatives Certification, NISM VIII – Equity Derivatives Certification, NISM XXI-A – Portfolio Management Services Distributors, NISM XV – Research Analyst Certification, NISM XIII: Common Derivatives Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Save Taxes
Build Wealth
Make a Will / Trust
Buy Right Insurance
Reduce Loans & Debt

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Home Loans
Loan Against Securities
PMS
SIF
AIF
Gift City

Complimentary Services

Get any of the free services to experience working with Namit Thakkar.

Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
Risk Profile Assessment
Loan & EMI Review