Pramod Ramdas Kamath
WEALTH PLUS ADVISORY•Vasai-Virar,MH
2ND FLOOR ABOVE NAYAK FOOD COURT PARNAKA VASAI WEST,
Vasai-Virar, MH, 401201
2ND FLOOR ABOVE NAYAK FOOD COURT PARNAKA VASAI WEST, Vasai-Virar, MH, 401201
Practice at a glance
6
Years of Experience
100
Families Served
₹6
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹50,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual
Specialises working with:Young Professionals, NRI / OCI, Women Investors
Language Spoken:Hindi, Marathi
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 V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1
Can help you to
Plan Complete Finances
Children’s Goals
Invest for Goals
Plan Retirement
Save Taxes
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Pramod Ramdas Kamath .
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