Pravin Dongare

Artha Chanakya•Mumbai

Worli,

Mumbai, 400018

Worli, Mumbai, 400018

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About

Pravin Dongare is a Mechanical Engineer, Lawyer turned Qualified Personal Finance Professional ®. He is an avid long-term investor, a tech lover, an entrepreneur, and a passionate financial literacy campaigner. He always strive to provide ethical and genuine financial solutions so that client become financially free and spend their time on what matters most to them.

Practice at a glance

Years of Experience

150

Families Served

₹6.5

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹50,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, 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

ARN-258036

IRDAI Licensed Insurance Agent (General)

20758563

IRDAI Licensed Insurance Agent (Life)

AIL5714603

SIF Distributor (AMFI)

258036

Education

Formal Education

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XIII: Common Derivatives Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

SIF

Complimentary Services

Get any of the free services to experience working with Pravin Dongare.

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

Retirement Readiness Check

Risk Profile Assessment

Financial Wellbeing Workshop

Tax-Saving Review