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Sachin Naik | Finkeys Enterprise LLP | MumbaiSachin Naik | Finkeys Enterprise LLP | Mumbai

Sachin Naik

Finkeys Enterprise LLP•Mumbai
B-004 Orley Society, Saibaba Nagar, Borivli West, ,
Mumbai, 400092
B-004 Orley Society, Saibaba Nagar, Borivli West, , Mumbai, 400092
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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