Neelesh Hendre
Samruddhi Investor Company & Life Partner•Pune
Trupti Bunglow B-27 / 1 Rajmudra society lane no.10 dhankawadi,
Pune, 411043
Trupti Bunglow B-27 / 1 Rajmudra society lane no.10 dhankawadi, Pune, 411043
Practice at a glance
20
Years of Experience
300
Families Served
₹30
Crores Managed
Practice Details
Min Monthly Investment:₹5,000
Min Lumpsum Investment:₹20,000
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:NRI / OCI, Senior Citizens / Retirees, HNI Families, Government Staff
Language Spoken:Hindi, Marathi, English
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
PFRDA Registered Retirement Adviser
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
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Neelesh.
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