Nandkishore Bajaj
UdAaN Financial sercices•Mumbai,MH
C 504 RNA ROYALE PARK CHS LTD M G ROAD KANDIVALI WEST ,
Mumbai, MH, 400067
C 504 RNA ROYALE PARK CHS LTD M G ROAD KANDIVALI WEST , Mumbai, MH, 400067
Practice at a glance
15
Years of Experience
100
Families Served
₹75
Crores Managed
Practice Details
Min Monthly Investment:₹1,00,000 & more
Min Lumpsum Investment:₹2,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Women Investors, HNI Families, Salaried Executives
Language Spoken:Hindi, Marathi, Gujarati, English
Qualification Completed
CFP – Certified Financial Planner
CWM – Chartered Wealth Manager
Licenses Held
AMFI Registered Mutual Fund Distributor
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2, NISM XXI-A – Portfolio Management Services Distributors, NISM VIII – Equity Derivatives Certification, NISM XIII: Common Derivatives Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Can help you buy / invest in
Fixed Deposits & Bonds
Mutual Funds
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Nandkishore Bajaj.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check