R.N. AGRAWAL
R.N. AGRAWAL•Pune,MH
C-4/501, KUMAR PRITHVI PHASE - I, ACHALNAGAR CHS, MARKET YARD ANNEX, KONDHWA KHURD, PUNE - 411 048.,
Pune, MH, 411048
C-4/501, KUMAR PRITHVI PHASE - I, ACHALNAGAR CHS, MARKET YARD ANNEX, KONDHWA KHURD, PUNE - 411 048., Pune, MH, 411048
About
Practice at a glance
30
Years of Experience
100
Families Served
₹27
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:
Qualification Completed
CFP – Certified Financial Planner
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
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
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with R.N. AGRAWAL.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check