Neeraj Bahal
Fasttrack Financial Planners•Mumbai,MH
78 MULJI JETHA C.H.S. LTD. 4TH FLOOR 185/187 PRINCESS STREET,
Mumbai, MH, 400002
78 MULJI JETHA C.H.S. LTD. 4TH FLOOR 185/187 PRINCESS STREET, Mumbai, MH, 400002
About
Practice at a glance
19
Years of Experience
250
Families Served
₹90
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Government Staff
Language Spoken:Hindi, Marathi, Gujarati, English
Qualification Completed
CFP – Certified Financial Planner
CA – Chartered Accountant
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
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
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
Life Insurance
Mutual Funds
NPS & Govt Schemes
Complimentary Services
Get any of the free services to experience working with Neeraj Bahal.
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