Palak Chhatwal | Investassure Financial Services

About

At Investassure financial services, we are passionate about guiding individuals towards financial prosperity by helping them to take informed decisions about their financial future. We specialize in crafting tailored strategies that align with your financial goals. Whether you are planning for retirement, child's education or wealth growth, we are here to provide you holistic solutions. We have helped many of our clients to create wealth and achieve financial goals in the last 20 years.

Practice at a glance

6

Years of Experience

0

Families Served

₹0

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

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Palak Chhatwal.

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

Retirement Readiness Check