Nikhil Jadhav

Aarnaya Wealth Pvt Ltd•Mumbai

324, 3rd Floor, Kailas Plaza, Vallabh Baug Lane, Near Odeon Theatre, Ghatkopar East, Mumbai, Maharashtra. ,

Mumbai, 400077

324, 3rd Floor, Kailas Plaza, Vallabh Baug Lane, Near Odeon Theatre, Ghatkopar East, Mumbai, Maharashtra. , Mumbai, 400077

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About

I am on a mission to help millions of people for their financial well being to achieve their financial goals and enjoy prosperous life. Creating awareness about Financial Security and their Spiritual well-being. I am also working with people and help them understand the world of Spirituality and help them live a more meaningful and contented life! This is my little way of making a positive difference in this country for my lifetime.

Practice at a glance

Years of Experience

600

Families Served

₹153

Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more

Min Lumpsum Investment:₹50,000 & more

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:NRI / OCI, Women Investors, 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

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

Financial Freedom

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 Nikhil Jadhav.

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Retirement Readiness Check

Risk Profile Assessment

Financial Wellbeing Workshop