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Sandeep Pawar

Lifelong Wealth•Thane,MH

GA-45, Ground Floor, Lakecity Mall, Kapurbawdi, Thane West,

Thane, MH, 400607

GA-45, Ground Floor, Lakecity Mall, Kapurbawdi, Thane West, Thane, MH, 400607

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About

Personal Finance Professional helping 700+ families including corporate leaders, entrepreneurs, and professionals on goal-based investing, risk management, and retirement. Former IT Professional with 17 years of leadership experience, now focused on helping clients achieve long-term financial freedom with clarity and discipline. Mission: Empower 10,000 families to become financially independent.

Practice at a glance

Years of Experience

700

Families Served

₹180

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Senior Management, NRI / OCI, Women Investors, Salaried Executives

Language Spoken:Hindi, Marathi, English

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

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, IRDAI IC 38 – Life Insurance Agent Examination

Can help you to

Plan Complete Finances

Children’s Goals

Plan Retirement

Save Taxes

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Complimentary Services

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

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