Neera Bagaria | Neera Bagaria

Practice at a glance

3

Years of Experience

10

Families Served

₹0.5

Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more

Min Lumpsum Investment:₹10,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Salaried Executives, Government Staff

Language Spoken:Hindi, Gujarati, Marwadi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Plan Retirement

Can help you buy / invest in

Fixed Deposits & Bonds

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Neera Bagaria .

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Mutual Fund Portfolio Review

One Page Financial Blueprint

Retirement Readiness Check