Pramod Kulkarni

Dreams Solutions India•Pune,MH

Plot No.42 , Deveshwar, Gaurishankar Hsg Society, Hingne Khurd, Sinhagad Road, Pune 411051.,

Pune, MH, 411051

Plot No.42 , Deveshwar, Gaurishankar Hsg Society, Hingne Khurd, Sinhagad Road, Pune 411051., Pune, MH, 411051

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About

After working as senior manager at Bank of Maharashtra for 41 years I have opted this profession. I have taken authentic knowledge and completed a certification of QPFP (Qualified Personal Financial Professional) . I am in this industry for more than 14 years. I am MDRT (Million Doller Round Table ) achiever for seven time. Where I represented India with Indian flag in my hands. it is, a award of World wide Insurance Industry can be considered as Oscar of Insurance Industry. I am providing financial plans with various Life Insurance and Health Insurance Products. I am also ARN holder and authorized distributor for all Mutupl Funds. At present I am guiding and helping more than 500 happy and satisfied families to plan there financial goals through financial discipline..

Practice at a glance

Years of Experience

297

Families Served

₹25

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹20,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Senior Management, Senior Citizens / Retirees, HNI Families, Salaried Executives

Language Spoken:Hindi, Marathi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM XXI-A – Portfolio Management Services Distributors

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

Complimentary Services

Get any of the free services to experience working with Pramod Kulkarni.

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

Stocks Portfolio Review

Retirement Readiness Check