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Rajendra P  Baheti  | RICH FINANCIAL ARCHITECT | JalgaonRajendra P  Baheti  | RICH FINANCIAL ARCHITECT | Jalgaon

Rajendra P Baheti

RICH FINANCIAL ARCHITECT•Jalgaon,MH
C/o. PURUSHOTTAM C. BAHETI 4, S.D. Jain Complex, Ajanta Road, Jalgaon,
Jalgaon, MH, 425003
C/o. PURUSHOTTAM C. BAHETI 4, S.D. Jain Complex, Ajanta Road, Jalgaon, Jalgaon, MH, 425003
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About

As a financial architect, I design tailored strategies for success in the financial market, ensuring every goal is not just a dream but a blueprint for achievement. Let's build the future together! As a trusted finance professional, I leverage 15 years of experience in mutual funds and insurance to provide clients with in-depth market expertise and personalized financial strategies. Holds the prestigious NISM-Series-XIII: Common Derivatives Certification, equipping clients to navigate complex financial markets confidently. B.Com and MBA (FINANCE) degrees reinforce versatile, informed guidance in diverse investment scenarios. Excels at simplifying complex market concepts for investors seeking transparent and effective financial advice.

Practice at a glance

15
Years of Experience
30
Families Served
₹15
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

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
Plan Retirement
Save Taxes

Can help you buy / invest in

Health Insurance
Life Insurance
Mutual Funds
Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Rajendra P Baheti .

Financial Goals Analysis
Organize Financial Info & Docs
Mutual Fund Portfolio Review