Prashant Rathi | NK Kothari Finserve Pvt Ltd

About

I have had a corporate exposure of 12 years working with Tata Finance, HDFC Bank and Max Life. My corporate career was highly rewarding and that is where I discovered that I enjoy communicating financial awareness messages. This led me to choose this path where i now love helping families and individuals understand and achieve their financial goals.

Practice at a glance

15

Years of Experience

400

Families Served

₹750

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

CFA – Chartered Financial Analyst

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

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

Can help you buy / invest in

Fixed Deposits & Bonds

Global Investing

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Prashant Rathi.

30 Minute Q&A — Ask Me Anything

Retirement Readiness Check