Sandeep Deshmukh

SWS Financial Solutions Pvt Ltd•Nashik,MH

Second Floor, Mandlik Pride, Near Jehan Circle, Gangapur Road, Nashik,

Nashik, MH, 422013

Second Floor, Mandlik Pride, Near Jehan Circle, Gangapur Road, Nashik, Nashik, MH, 422013

View Website

About

We at SWS comprehend the concept of Financial Freedom for leading a joyful Life. In this alignment, we deliver a wide spectrum of Services essential for one's Financial Health which Includes *Comprehensive Financial Planning *Investment Planning for all stages of Life such as Birth, Education, Marriage, Retirement, Succession etc. *Insurance Services (Life, Health and Non Life) *Tax Planning *Loans, Liability Planning

Practice at a glance

Years of Experience

3000

Families Served

₹1,000

Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more

Min Lumpsum Investment:₹50,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Senior Citizens / Retirees, HNI Families, Salaried Executives

Language Spoken:Marathi

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

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

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Sandeep Deshmukh .

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