Sachin S Deshpande
InCapitalUp Finwealths Pvt Ltd•Thane
6C, D Wing, SIddhivinayak Tower Kolbad Road, Kolbad Thane West Near Runwal Tower,
Thane, 400601
6C, D Wing, SIddhivinayak Tower Kolbad Road, Kolbad Thane West Near Runwal Tower, Thane, 400601
About
Practice at a glance
25
Years of Experience
500
Families Served
₹70
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Salaried Executives
Language Spoken:Hindi, Marathi, Gujarati
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-334920
IRDAI Licensed Insurance Agent (General)
10033563
IRDAI Licensed Insurance Agent (Life)
10033563
Education
Formal Education
Post Graduate Degree (Any Field)
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Home Loans
Loan Against Securities
PMS
SIF
AIF
Complimentary Services
Get any of the free services to experience working with Sachin S Deshpande.
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