Sanjay Thakker | Sanjay Thakker

About

"Simplicity is the ultimate sophistication " This is the core principle which guides me in my Personal Finance practice. After completing my CA in 1988, till early 2004 I was primarily an LIC Agent. Post that for last 20 years I have been working as a Personal Finance Professional. CFP (Certified Financial Planner) & QPFP (Qualified Personal Finance Professional) are some of the things happened to me on the way. In these 36 years of working life one thing which I have realized is...... Success in the area of money & finance is the function of our "Behaviour" (and not Knowledge & Skills)

Practice at a glance

20

Years of Experience

70

Families Served

₹100

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹2,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

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

Language Spoken:Hindi, Gujarati, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

CA – Chartered Accountant

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Organize Financials

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds

Mutual Funds

Complimentary Services

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

30 Minute Q&A — Ask Me Anything

Financial Health Check-up

Mutual Fund Portfolio Review