Rupesh Adawade | NJ WEALTH

About

Rupesh Adawade is a Finanacial,Equity,and insurance advisor having more than 15 years of experience.Handling 350 Families of all categories.I am graduate from st.Xaviers college and certificate Holder of Equity,commodity,currency,Mutual Fund Certification Exams .I have completed 4 levels of CFP & preparing for Final level . I am passionate about reading and meeting individuals,Understand there requirements and help them to achieve their Goals.

Practice at a glance

16

Years of Experience

350

Families Served

₹6

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:

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Buy a Home

Invest for Goals

Plan Retirement

Build Wealth

Can help you buy / invest in

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Rupesh.

Mutual Fund Portfolio Review

Retirement Readiness Check