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Neelesh Hendre | Samruddhi Investor Company & Life Partner | PuneNeelesh Hendre | Samruddhi Investor Company & Life Partner | Pune

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