Neera Bagaria
Neera Bagaria•Mumbai
b301 Greenwoods chs,
Mumbai, 400093
b301 Greenwoods chs, Mumbai, 400093
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