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

Sachin Naik

Finkeys Enterprise LLP•Mumbai,MH
Unit No 212, 2nd Floor, W92, Vazira Naka, L.T. Road, Borivali West,
Mumbai, MH, 400092
Unit No 212, 2nd Floor, W92, Vazira Naka, L.T. Road, Borivali West, Mumbai, MH, 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:₹5,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Armed Forces, Government Staff
Language Spoken:Hindi, Marathi, Gujarati, English

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