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RAJSHREE GAURAV JHAWAR | ARTHA SAARTHI   | Ahmed NagarRAJSHREE GAURAV JHAWAR | ARTHA SAARTHI   | Ahmed Nagar

RAJSHREE GAURAV JHAWAR

ARTHA SAARTHI •Ahmed Nagar,MH
18, NANDALAYA, BURUDGAON ROAD,,
Ahmed Nagar, MH, 414001
18, NANDALAYA, BURUDGAON ROAD,, Ahmed Nagar, MH, 414001
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About

I am a Qualified Personal Finance Professional (QPFP) and a practicing Chartered Accountant with nearly two decades of experience, I bring a strong blend of technical expertise and practical financial insight to my clients. I am passionate about helping individuals and families make informed financial decisions, with a focus on goal-based investing, long-term wealth creation, and disciplined financial behavior. My approach combines practical insights with a client-first mindset, aiming to simplify complex financial concepts and guide clients toward financial independence. With a keen interest in equity and mutual fund investing, I strive to empower clients to stay focused on long-term outcomes while navigating short-term market noise. “Because wealth creation is a journey, not a shortcut.”

Practice at a glance

3
Years of Experience
5
Families Served
₹1
Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹25,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Women Investors, Senior Citizens / Retirees, Salaried Executives
Language Spoken:Hindi, Marathi, Gujarati, Marwadi, English

Qualification Completed

CA – Chartered Accountant

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce, Post Graduate Degree (Any Field)

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Invest for Goals
Plan Retirement
Save Taxes

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with RAJSHREE GAURAV JHAWAR.

30 Minute Q&A — Ask Me Anything
Insurance Portfolio Review