Nilesh Parekh | Future Plus Financial Solutions

About

Aiming to help as many people as possible to become financially independent with proper investment strategies and risk profilling. I help all those who can't fetch time for when it comes to managing their finances and achieving financial freedom at his/her desired age.

Practice at a glance

15

Years of Experience

181

Families Served

₹54

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

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

Can help you buy / invest in

Health Insurance

Life Insurance

Mutual Funds

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Nilesh Parekh.

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

One Page Financial Blueprint

Stocks Portfolio Review