Neelesh Hendre
Samruddhi Investor Company & Life Partner•Pune,MH
Trupti Bunglow B-27 / 1 Rajmudra society lane no.10 dhankawadi,
Pune, MH, 411043
Trupti Bunglow B-27 / 1 Rajmudra society lane no.10 dhankawadi, Pune, MH, 411043
Practice at a glance
20
Years of Experience
300
Families Served
₹40
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹20,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Armed Forces, Government Staff
Language Spoken:Hindi, Marathi, English
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-96204
IRDAI Licensed Insurance Agent (General)
BQP-157R-2509
IRDAI Licensed Insurance Agent (Life)
BQP-157R-2509
PFRDA Registered Retirement Adviser
A
NSE/BSE Authorized Person (AP)
1400014660
SEBI Registered Stock Broker (Trading Member)
ZPFT
APMI Registered PMS Distributor
APRN07793
SIF Distributor (AMFI)
ARN96204
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM V-A – Mutual Fund Distributors Certification, NISM XVII: Retirement Advisor 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
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Home Loans
Loan Against Securities
PMS
SIF
AIF
Gift City
Complimentary Services
Get any of the free services to experience working with Neelesh Hendre.
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
Risk Profile Assessment
Financial Wellbeing Workshop
Tax-Saving Review
Loan & EMI Review