Logo
Logo
Logo
Search By Categories
By Needs
  • Loading...
By Products
  • Loading...
By Specializations
  • Coming soon
Professionals Get ListedDownload Free Guidebook
Get Financial Wellbeing Check-Up
Logo
Logo
Rekha Bhutada | KRITIKA FINANCIAL SERVICES LLP | MumbaiRekha Bhutada | KRITIKA FINANCIAL SERVICES LLP | Mumbai

Rekha Bhutada

KRITIKA FINANCIAL SERVICES LLP•Mumbai,MH
Corporate Office: 11,Pilanmai Buildg,Vaju Kotak Marg,Ballard Estate,FortMumbai. Branch: Civil Lines, Nagpur ,
Mumbai, MH, 400001
Corporate Office: 11,Pilanmai Buildg,Vaju Kotak Marg,Ballard Estate,FortMumbai. Branch: Civil Lines, Nagpur , Mumbai, MH, 400001
View Website
About

We as a Personal Financial Professional from KRITIKA FINANCIAL SERVICES LLP Serve Professional,HNI,NRI,Enterpreuners,Businesses,Bureaucrats,Cine/TV actors,Retirees,Millenium,Single Parents,Home makers to Achieve financial Wellbeing. Mission: Put Right Money At Right Time At Right Place! & Lead Your Financial Life By Design & not By default.so you have Financial Freedom with Zero stress around Money related Issues in your Life. -Continue to protect & Grow Client Assets of more than 10000 families to achieve your Financial Wellbeing. CORE VALUES:_Customer First _Client Confidentiality _Trustworthy _Integrity_Commitment_Relationship _Passion _Innovation.We believes in Time Allocation & Asset Allocation which is crucial factor in Financial Life to achieve Goals. We follows the Smart Goal Setting Approach to achieve various Life Goals that are-Specific/Time bounded & Measurable. -KFS believes to provide One Stop Solutions to Cater Clients Needs in 2 Verticals-1)Expertise & 2)Services

Practice at a glance

40
Years of Experience
1550
Families Served
₹75
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
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)

PFRDA Registered Retirement Adviser

Education

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
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with Rekha Bhutada.

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