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Purushottam Bedekar

Independent Personal Finance Professional•Kolkata,WB

3-C, DHARMADAS ROW, NEAR RASH BEHARI GURUDWARA,

Kolkata, WB, 700026

3-C, DHARMADAS ROW, NEAR RASH BEHARI GURUDWARA, Kolkata, WB, 700026

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About

I am a Certified Financial Planner and Qualified Personal Financial Professional. Financial Literacy is very low in our country. I am making efforts in creating financial awareness through my articles in Marathi on the various aspects of Financial Planning. My articles are being published in a reputed Marathi monthly magazine namely " Sakal Money". I am passionate to help my clients in their journey towards attaining their Dream Goals in a structured manner through Comprehensive Financial Planning.

Practice at a glance

Years of Experience

Families Served

₹70

Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more

Min Lumpsum Investment:₹1,00,000 & more

Nature of earnings:Fees

Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Government Staff

Language Spoken:Hindi, Marathi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

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

Can help you buy / invest in

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Purushottam Bedekar.

30 Minute Q&A — Ask Me Anything

One Page Financial Blueprint