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RITESH SAGLANI | Akshar Investment Care  | ChandrapurRITESH SAGLANI | Akshar Investment Care  | Chandrapur

RITESH SAGLANI

Akshar Investment Care •Chandrapur,MH
G-1, CA TOWER,NEAR ARORA HOSPITAL,GANJ WARD, KASTURBA ROAD,,
Chandrapur, MH, 442402
G-1, CA TOWER,NEAR ARORA HOSPITAL,GANJ WARD, KASTURBA ROAD,, Chandrapur, MH, 442402
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About

I am Ritesh Saglani. We specialize in Wealth Management Services and Insurance Consultancy services for all types of Insurances, such as Pension Plan, Health Insurance, Term Plan, Children education/ Marriage/Securing future, Financial Planning etc. We offer customized Wealth Solutions which help people to achieve their long term and medium term financial goals through effective financial planning. Since last 19 years, we have helped more than 1500 families and individuals in retirement planning, child’s education planning, financial protection against any unforeseen events etc. We offer a wide range of plans of LIC to suits your diverse needs. Our clients include salaried, businessmen, students, professionals, housewives, government employees and retired people.

Practice at a glance

25
Years of Experience
1500
Families Served
₹50
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

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

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 V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1

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
Life Insurance
Mutual Funds
Stocks & Equity

Complimentary Services

Get any of the free services to experience working with RITESH SAGLANI.

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
Stocks Portfolio Review
Retirement Readiness Check