Sanjay Ladha | NM Financial Services

Practice at a glance

23

Years of Experience

475

Families Served

₹450

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹50,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs

Language Spoken:Hindi, Marathi, Gujarati, English

Licenses Held

AMFI Registered Mutual Fund Distributor

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

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Life Insurance

Mutual Funds

Stocks & Equity

Loan Against Securities

PMS

AIF

Gift City

Complimentary Services

Get any of the free services to experience working with Sanjay Ladha.

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Mutual Fund Portfolio Review

Stocks Portfolio Review

Retirement Readiness Check