Sachin Naik | Finkeys Enterprise LLP

About

Master of Financial Management, FIII, Health Insurance Diploma & trained Qualified Personal Finance Professional or QPFP®, with total 25 years of Work Exp in Health Insurance Industry in Various Roles. Very Passionate about Personal Finance with a keen sense of Understanding in Different Financial products. Educating & Guiding Individuals In Ethical & Holistic manner to select the right Financial Products to fulfill their Financial Objectives.

Practice at a glance

11

Years of Experience

850

Families Served

₹105

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

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

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

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 Sachin Naik.

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