Paurvi Padia

LIFE FINANCIAL PLANNER•Mumbai,MH

A20 Sunder Bhuvan Sarojini Naidu Road Kandivali west mumbai 400067,

Mumbai, MH, 400067

A20 Sunder Bhuvan Sarojini Naidu Road Kandivali west mumbai 400067, Mumbai, MH, 400067

View Linkedin View Website

About

We specialised into Goal Based Investing, Insurance Solutions and Retirement Solutions. Financial Planning and Goal Based Investment will help you achieve unsettled financial goals. We cater needs-based investment solutions, both to the Indian and NRI Individuals and their families achieve their financial objectives Location

Practice at a glance

Years of Experience

Families Served

₹2.5

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, Women Investors, Senior Citizens / Retirees, Business & SME Owners, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Government Staff

Language Spoken:Hindi, Marathi, Gujarati, Marwadi, English

Qualification Completed

CFP – Certified Financial Planner

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

SEBI Registered Investment Adviser

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination, IRDAI IC 34 – General 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

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

Home Loans

Loan Against Securities

AIF

Complimentary Services

Get any of the free services to experience working with Paurvi Padia.

30 Minute Q&A — Ask Me Anything

Financial Health Check-up

Mutual Fund Portfolio Review

Retirement Readiness Check