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Rita Verma | Onewayfortune | MumbaiRita Verma | Onewayfortune | Mumbai

Rita Verma

Onewayfortune•Mumbai,MH
50/9 Sumangal Gorai Borivali west,
Mumbai, MH, 400092
50/9 Sumangal Gorai Borivali west, Mumbai, MH, 400092
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About

I’m Rita, and with 17 years of experience in the financial industry, I’m passionate about guiding you toward achieving your financial dreams and securing a brighter future. Whether you're exploring mutual funds, mediclaim, life insurance, or fixed deposits, I bring in-depth expertise across all these areas. As a certified QPFP professional, I’m equipped with the knowledge to offer tailored financial solutions that meet your unique needs. Managing 120 families with care, my approach ensures clear guidance and continuous support at every step. My goal is to foster long-lasting relationships with clients, empowering you to make confident, informed decisions. Ready to take control of your financial future? Let’s connect and turn your goals into reality!

Practice at a glance

17
Years of Experience
250
Families Served
₹30
Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹2,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Salaried Executives
Language Spoken:Hindi

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

122831

IRDAI Licensed Insurance Agent (General)

DAD01223418

IRDAI Licensed Insurance Agent (Life)

1003294096

Education

Formal Education

BA – Bachelor of Arts

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Plan Retirement
Save Taxes
Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Rita Verma.

Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check