Ojas Dandgaval

Akshayee Wealth•Nashik,MH

A-416, Business Plaza, Opp. Panchavati Bus Depot, Adgaon Naka, Nashik,

Nashik, MH, 422003

A-416, Business Plaza, Opp. Panchavati Bus Depot, Adgaon Naka, Nashik, Nashik, MH, 422003

View Linkedin View Website

About

We provide services like Financial Planning, Investment Management, tax planning and Insurance planning. Our Client-centric philosophy ensures that we only recommend products which are absolutely necessary for our clients. We follow a straightforward and no-nonsense approach to investing. You can book a 30-min free consultation with me here: https://akshayeewealth.com/get-in-touch/ You can also fill up the below form and we'll connect with you shortly.

Practice at a glance

Years of Experience

200

Families Served

₹14

Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more

Min Lumpsum Investment:₹1,00,000 & more

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI

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)

PFRDA Registered Retirement Adviser

Education

Formal Education

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2, NISM XVII: Retirement Advisor Certification

Can help you to

Plan Complete Finances

Children’s 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

Complimentary Services

Get any of the free services to experience working with Ojas Dandgaval.

30 Minute Q&A — Ask Me Anything

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review