Padmanabh Joshi | Satark Finserve

About

I am a retired Colonel from the Indian Army with 34 years of experience in Administration, Management, and Planning. I started my second career in personal finance to help fellow defense personnel achieve financial freedom. I am currently assisting 40 Families to achieve their financial goals....

Practice at a glance

3

Years of Experience

40

Families Served

₹20

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹50,000 & 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

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-189275

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

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).

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check

Risk Profile Assessment