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.