We are SEBI Registered Investment Adviosr; Everything we are doing ,we believe it makes people rich,happy and successful in life.
-We are doing financial Planning for making people rich,happy and successful in life.
Practice at a glance
14
Years of Experience
200
Families Served
₹100
Crores Managed
Practice Details
Min Monthly Investment:₹10,000
Min Lumpsum Investment:₹1,00,000
Nature of earnings:Fees
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Doctors, Professionals (CAs, Lawyers)
Language Spoken:Hindi, Marathi
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
SEBI Registered Investment Adviser
Education
Formal Education
BBA – Bachelor of Business Administration
Industry Education
NISM X-B – Investment Adviser Level 2
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
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 Nitin.