Narayan Ambulgekar

Wealthy Monk Finserv•Bengaluru,KA

WeWork - Koramangala, Prestige Atlanta, 80 Feet Main Road, Koramangala 1A Block,

Bengaluru, KA, 560034

WeWork - Koramangala, Prestige Atlanta, 80 Feet Main Road, Koramangala 1A Block, Bengaluru, KA, 560034

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About

A Personal Finance Professional with 14+ yrs of experience in Financial Services industry. Helps individuals & corporates to become informed investors & achieve their financial goals through financial planning & disciplined investments. Last stint was at HDFC Asset Management Company. Extensive exposure to Wealth Management, Investment Planning & Asset Management space across the country.

Practice at a glance

Years of Experience

300

Families Served

₹100

Crores Managed

Practice Details

Min Monthly Investment:₹20,000 & more

Min Lumpsum Investment:₹10,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, HNI Families, Doctors

Language Spoken:Hindi, Marathi

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-320943

Education

Formal Education

MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors 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

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Narayan Ambulgekar.

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