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

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