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Palash Singhania

BachatPlus•Durg,CG

13/11, Nehru Nagar East, Bhilai,

Durg, CG, 490020

13/11, Nehru Nagar East, Bhilai, Durg, CG, 490020

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About

I follow financial planning route to plan investments for a client, I personally prefer to plan the investments and finances of a family, to optimise the post tax returns for my investors. My clients include Individuals, Firms, Institutions.

Practice at a glance

Years of Experience

Families Served

₹50

Crores Managed

Practice Details

Min Monthly Investment:₹20,000 & more

Min Lumpsum Investment:₹10,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Business & SME Owners, HNI Families

Language Spoken:Hindi, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-99688

APMI Registered PMS Distributor

APRN-00285

SIF Distributor (AMFI)

ARN-99688

Education

Formal Education

BE – Bachelor of Engineering, MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM VIII – Equity Derivatives Certification, NISM XIII: Common Derivatives Certification, NISM XXI-A – Portfolio Management Services Distributors

Can help you to

Plan Complete Finances

Children’s Goals

Plan Retirement

Save Taxes

Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Global Investing

Mutual Funds

NPS & Govt Schemes

PMS

SIF

Complimentary Services

Get any of the free services to experience working with Palash Singhania.

30 Minute Q&A — Ask Me Anything

Mutual Fund Portfolio Review