Rahul patil
Moneyguru Capital•Jalgaon
Shop no 52, Unity chember, Near LIC Office, Vodafone gallery road,
Jalgaon, 425001
Shop no 52, Unity chember, Near LIC Office, Vodafone gallery road, Jalgaon, 425001
About
Practice at a glance
24
Years of Experience
450
Families Served
₹119
Crores Managed
Practice Details
Min Monthly Investment:₹10,000
Min Lumpsum Investment:₹10,000
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Women Investors, Business & SME Owners, HNI Families, Doctors, Professionals (CAs, Lawyers), Government Staff
Language Spoken:Hindi, Marathi, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
MBA (Finance / Investments)
Licenses Held
AMFI Registered Mutual Fund Distributor
72918
IRDAI Licensed Insurance Agent (Life)
580566
Education
Formal Education
BSc – Bachelor of Science
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
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Home Loans
Loan Against Securities
PMS
SIF
AIF
Complimentary Services
Get any of the free services to experience working with Rahul.
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
Risk Profile Assessment
Loan & EMI Review