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Sandeep Gandhi | Mega Financial Services | RajkotSandeep Gandhi | Mega Financial Services | Rajkot

Sandeep Gandhi

Mega Financial Services•Rajkot,GJ
201 HOLIDAY BUSINESS CENTRE, OPPO WOCKHARDTS HOSPITALS, OFF KALAWAD ROAD, JANKI PARK MAIN ROAD,
Rajkot, GJ, 360001
201 HOLIDAY BUSINESS CENTRE, OPPO WOCKHARDTS HOSPITALS, OFF KALAWAD ROAD, JANKI PARK MAIN ROAD, Rajkot, GJ, 360001
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About

We are having a team of around 14 people who are experts in various financial fields of investments, insurances etc and are having qualifications like CFP, AMFI & IRDAI and related certifications. We are into all types of investments like, MF, PMS, AIFs, unlisted shares, investments in start-ups, international investments to name a few. In insurances we deal in all the types of property insurances and life insurances. We are guiding the clients right from how to get PAN card, open bank accounts, to how to financially achieve the dreams and responsibilities during the life like children higher education, children marriage, self-retirement etc to how to pass on the wealth to next generation the way they want (Estate Planning). We also consider tax advantage available at various stage of life. Our USP is to suggest the most suitable product to the client as per his need and to review it on continuous basis. We keep on analyzing the new products available in India and globally also.

Practice at a glance

32
Years of Experience
450
Families Served
₹800
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

CFP – Certified Financial Planner

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
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity

Complimentary Services

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

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check