Prasad Deshpande

PRASAD DESHPANDE•Pune

FLAT NO 604 SANGMESHWARI NAVSHYA MARUTI LANE DATTWADI SINHGAD ROAD ,

Pune, 411030

FLAT NO 604 SANGMESHWARI NAVSHYA MARUTI LANE DATTWADI SINHGAD ROAD , Pune, 411030

View Linkedin View Website

About

I myself Prasad Deshpande we are into Mutual fund and insurance since last 18 years we work on all 7 days and wherever possible doorstep service also and we also don’t charge any fees. We will help you to check and review your existing portfolio. We are QPFP means Qualified Personal Finance Professionals and AMFI certified Mutual Fund Distributor.

Practice at a glance

Years of Experience

1000

Families Served

₹105

Crores Managed

Practice Details

Min Monthly Investment:₹1,000

Min Lumpsum Investment:₹10,000

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives

Language Spoken:Hindi, Marathi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-51896

IRDAI Licensed Insurance Agent (Life)

1000274074

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

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

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Create Emergency Fund

Can help you buy / invest in

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Prasad.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Retirement Readiness Check

Risk Profile Assessment

Financial Wellbeing Workshop

Tax-Saving Review

Loan & EMI Review