Prashant V. Joglekar
FUNDSMART Investments•Chalisgaon,MH
Keshav Niwas, Near Police Station, Savarkar Chowk, Chalisgaon,
Chalisgaon, MH, 424101
Keshav Niwas, Near Police Station, Savarkar Chowk, Chalisgaon, Chalisgaon, MH, 424101
About
Practice at a glance
15
Years of Experience
300
Families Served
₹45
Crores Managed
Practice Details
Min Monthly Investment:₹75,000 & more
Min Lumpsum Investment:₹25,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Senior Citizens / Retirees, Business & SME Owners, Salaried Executives, Government Staff
Language Spoken:Hindi, Marathi, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
PFRDA Registered Retirement Adviser
SEBI Registered Research Analyst
Education
Formal Education
BCom – Bachelor of Commerce
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
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Prashant V. Joglekar.
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