Prasad Sangam
Acornia Investment Solutions Pvt Ltd•Pune,MH
Plot no 5 Srinatrh society Ishdan Hall lane Mayur colony Kothrud,
Pune, MH, 411038
Plot no 5 Srinatrh society Ishdan Hall lane Mayur colony Kothrud, Pune, MH, 411038
Practice at a glance
16
Years of Experience
1200
Families Served
₹1,000
Crores Managed
Practice Details
Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹1,00,000 & more
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, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Armed Forces, Government Staff
Language Spoken:Hindi, Marathi, Kannada, English
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
Post Graduate Degree (Any Field)
Industry Education
NISM X-A – Investment Adviser Level 1
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
Health Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Prasad Sangam.
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