Priti Bhanushali
Smart Investment•Mumbai,MH
229, Ramgopal ind. Estate, Mulund {W),
Mumbai, MH, 400080
229, Ramgopal ind. Estate, Mulund {W), Mumbai, MH, 400080
About
Practice at a glance
7
Years of Experience
100
Families Served
₹5
Crores Managed
Practice Details
Min Monthly Investment:₹40,000 & more
Min Lumpsum Investment:₹50,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Women Investors, Senior Citizens / Retirees, Salaried Executives
Language Spoken:Hindi, Gujarati
Qualification Completed
CFP – Certified Financial Planner
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-160250
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2
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
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Priti Bhanushali .
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
Retirement Readiness Check