Logo
Logo
Logo
Search By Categories
By Needs
  • Loading...
By Products
  • Loading...
By Specializations
  • Coming soon
Professionals Get ListedDownload Free Guidebook
Get Financial Wellbeing Check-Up
Logo
Logo
Sandip Nikam | Aanshi Assocaite | PuneSandip Nikam | Aanshi Assocaite | Pune

Sandip Nikam

Aanshi Assocaite•Pune,MH
Jai Ganesh Vission, B Wing 4 th Floor, BR 1 - 423 Akurdi ,
Pune, MH, 411019
Jai Ganesh Vission, B Wing 4 th Floor, BR 1 - 423 Akurdi , Pune, MH, 411019
View LinkedinView Website
LinkedIn
About

High-Impact Advisory: A Personalised Finance Professional with 6+ years of experience, managing ₹40+ Crores in AUM with a dedicated focus on client success and wealth preservation. The Family Roadmap: We create dedicated investment buckets for Children’s Higher Education and Retirement Planning, aligning your short-term liquidity with your most important long-term aspirations. Diversified Product Suite: I offer a curated selection of Mutual Funds and Bank Fixed Deposits, balanced specifically to fund your children’s milestones and your own golden years comfortably. Complete Protection: Our risk management services include Term Life, Health, and Personal Accident policies, providing a robust barrier that protects your savings from life’s uncertainties. Ongoing Partnership: As your advisor, I provide professional oversight and adjustments to your plan, ensuring that your short, mid, and long-term goals are met with precision and care.

Practice at a glance

6
Years of Experience
150
Families Served
₹45
Crores Managed

Practice Details

Min Monthly Investment:₹3,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, Women Investors, Doctors, Salaried Executives, Government Staff
Language Spoken:Hindi, Marathi, English

Qualification Completed

MBA (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

134323

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
Plan Retirement
Save Taxes

Can help you buy / invest in

Other Insurances
Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Sandip Nikam.

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