Col Padmanabh Joshi (Retd), QPFP®
Satark Ffinserv•Pune,MH
202, Turquoise. Nyati Empire. Kharadi,
Pune, MH, 411014
202, Turquoise. Nyati Empire. Kharadi, Pune, MH, 411014
About
Practice at a glance
5
Years of Experience
56
Families Served
₹25
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹5,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Citizens / Retirees, Salaried Executives, Armed Forces, Government Staff
Language Spoken:Hindi, Marathi, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
8766
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-189275
Education
Formal Education
BCom – Bachelor of Commerce, MBA – Master of Business Administration
Industry Education
NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination
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
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
Stocks & Equity
Loan Against Securities
Complimentary Services
Get any of the free services to experience working with Col Padmanabh Joshi (Retd), QPFP®.
30 Minute Q&A — Ask Me Anything
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
Retirement Readiness Check
Risk Profile Assessment