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Nikhil Karnik | W2D Finverse | VadodaraNikhil Karnik | W2D Finverse | Vadodara

Nikhil Karnik

W2D Finverse•Vadodara,GJ
401, Krisil Tower, Opp. Yash Complex, Near Iscon Atria, Gotri Main Road,
Vadodara, GJ, 390021
401, Krisil Tower, Opp. Yash Complex, Near Iscon Atria, Gotri Main Road, Vadodara, GJ, 390021
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About

My life's mission statement is "To help people improve their Financial and Spiritual Lives". In today's busy-paced world, people tend to ignore these two very important aspects of their lives - their Financial Security and their Spiritual well-being! Having worked in the world of Financial Services & the investments industry for over 30 years, I am working to help people improve their understanding of the world of Personal Finance better so that they can take improved financial decisions and work towards securing their future! 28 out of my 30 years of work experience have been with the Mutual Fund industry in various capacities - Corporate Treasury Investor, Mutual Fund employee, a Trainer and now a Mutual Fund Distributor! Being an Art of Living follower and family member for 11 years, I am also working with people and help them understand the world of Spirituality and help them live a more meaningful and contented life!

Practice at a glance

30
Years of Experience
300
Families Served
₹175
Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Senior Citizens / Retirees, Professionals (CAs, Lawyers), Founders & Entrepreneurs
Language Spoken:Hindi, Marathi, Gujarati, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

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
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
Global Investing
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Nikhil Karnik.

Financial Health Check-up
Retirement Readiness Check