Attention MSME Founders — if you've been struggling with building personal wealth outside your business, managing taxes smartly, or feeling stuck in a cycle of reinvesting everything back into your company...
You've come to the right place.
Here’s what I do:
- Help MSME promoters separate business profit from personal wealth
- Design smart mutual fund strategies to reduce tax and increase liquidity
- Build goal-based investment plans tailored for your unique life goals
Here’s how I do it:
- Conduct a free financial health check-up for you—not just your company
- Create personalized investment roadmaps that grow with your business
- Offer continuous guidance so your wealth works *beyond your P&L*
Here’s my guarantee:
You will walk away with absolute clarity on how to grow and protect your wealth—without compromising your business cash flow. No jargon. No pressure. Just practical, founder-first advice.
Practice at a glance
7
Years of Experience
300
Families Served
₹25
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
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BSc – Bachelor of Science
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Can help you buy / invest in
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with SANDEEP BORHADE.