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Prashant Shah | K2P Integrated Services Pvt Ltd | MumbaiPrashant Shah | K2P Integrated Services Pvt Ltd | Mumbai

Prashant Shah

K2P Integrated Services Pvt Ltd•Mumbai,MH
601, Gayatri SRA CHS, S V Road, Borivali West,,
Mumbai, MH, 400092
601, Gayatri SRA CHS, S V Road, Borivali West,, Mumbai, MH, 400092
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About

Prashant is born & brought up in Mumbai. After pursuing his graduation, he had joined his Family Printing Business. However, it didn’t excite him and in couple of years, he entered Life Insurance Industry as a Financial Consultant & started with distribution of Life Insurance along with other Financial Products. However, there was always an inclination of providing complete financial solutions to the client, hence he studied further & did his Certification in Financial Planning (CFPCM). He is able to visualize the needs of his clients more efficiently and able to help them in planning their goals by asking them the right set of questions. He specialises in helping salaried families and retirees in achieving their Financial Well-Being. He is Founder Director of K2P Integrated Services Pvt Ltd having office in Borivali West, Mumbai. He resides with his Family in Vapi & in his free time loves doing Masti with his twin boys & prefers going for long drives in his Honda Jazz.

Practice at a glance

15
Years of Experience
175
Families Served
₹98
Crores Managed

Practice Details

Min Monthly Investment:₹50,000 & more
Min Lumpsum Investment:₹10,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Salaried Executives, Professionals (CAs, Lawyers)
Language Spoken:Hindi, Marathi, Gujarati, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

CWM – Chartered Wealth Manager

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 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
Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

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

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