Rishi Kothari
Welcome Wealth•Rajkot,GJ
Shilpan Square, 301 3rd Floor, Above UCO Bank, Opp. Indira Circle BRTS, 150 Ft Ring Road, 7 Royal Park Corner,,
Rajkot, GJ, 360005
Shilpan Square, 301 3rd Floor, Above UCO Bank, Opp. Indira Circle BRTS, 150 Ft Ring Road, 7 Royal Park Corner,, Rajkot, GJ, 360005
Practice at a glance
14
Years of Experience
122
Families Served
₹25
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
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
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM XVII: Retirement Advisor Certification
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
NPS & Govt Schemes
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Rishi Kothari.
30 Minute Q&A — Ask Me Anything
Organize Financial Info & Docs
One Page Financial Blueprint
Retirement Readiness Check