Nilam Chowbal | Nilam Chowbal

About

Mr. Nilam Chowbal brings nearly a decade of dedicated experience in the financial services domain. With a steadfast commitment to placing client interests first and adopting a holistic approach, he crafts personalized approach to help clients achieve their life goals, ranging from wealth accumulation and retirement planning to adequate insurances and risk management. As a Qualified Personal Financial Planner (QPFP) certified professional, Nilam delivers comprehensive services across various financial services, empowering individuals and families to build secure financial futures.

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Senior Citizens / Retirees, HNI Families, Salaried Executives

Language Spoken:Hindi, Marathi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-333580

Education

Formal Education

BSc – Bachelor of Science

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Invest for Goals

Plan Retirement

Build Wealth

Financial Freedom

Buy Right Insurance

Create Emergency Fund

Can help you buy / invest in

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Nilam.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check

Risk Profile Assessment

Financial Wellbeing Workshop