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Pradeep K Chaudhari

MoneyRootz•Thane

A-3,Rameshwar Complex, Near Poonam Hotel, Section-29, Ulhasnagar ,

Thane, 421004

A-3,Rameshwar Complex, Near Poonam Hotel, Section-29, Ulhasnagar , Thane, 421004

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About

Founder -Moneyrootz, Life & Health Exp. of 27 years, MF is of 15 yrs Our thought process is, If you work on your Root causes of Finances &Life, You will definately get the best Fruits in life. that'swhy our tagline is "FOUNDATION FOR WEALTHY LIFE".

Practice at a glance

Years of Experience

450

Families Served

₹55

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BSc – Bachelor of Science

Industry Education

NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2, 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

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with Pradeep K Chaudhari.

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

One Page Financial Blueprint

Retirement Readiness Check