Prasad Patwardhan | Vittasiddhi

About

I am a Civil engineer by education. Working in personal finance space is my passion. I prefer to work with families who wish to delegate money management to expert professionals and wish to achieve their financial goals.

Practice at a glance

6

Years of Experience

65

Families Served

₹3.4

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

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 (Life)

Education

Formal Education

BTech – Bachelor of Technology

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

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 Prasad Patwardhan.

Financial Goals Analysis

Financial Health Check-up

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review