Nandita Athale | FinKey

About

To spread Financial literacy is my passion and hence I have entered the field of personal finance. Financial well being of the people is my motto.

Practice at a glance

10

Years of Experience

50

Families Served

₹30

Crores Managed

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

CFP – Certified Financial Planner

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Formal Education

BSc – Bachelor of Science

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Children’s Goals

Organize Financials

Buy a Home

Save Taxes

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Get any of the free services to experience working with Nandita Athale.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Retirement Readiness Check