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Sanket Khelurkar | Wealthzest Financial Services Pvt Ltd | AhmedabadSanket Khelurkar | Wealthzest Financial Services Pvt Ltd | Ahmedabad

Sanket Khelurkar

Wealthzest Financial Services Pvt Ltd•Ahmedabad,GJ
920 North Plaza near 4D Mall Motera,
Ahmedabad, GJ, 380005
920 North Plaza near 4D Mall Motera, Ahmedabad, GJ, 380005
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About

We are specialist post retirement planners helping Indians confidently navigate life after 60. Our focus is on converting lifetime savings into sustainable monthly income

Practice at a glance

8
Years of Experience
300
Families Served
₹350
Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹50,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Senior Citizens / Retirees, HNI Families, Government Staff
Language Spoken:Hindi, Marathi, Gujarati, English

Qualification Completed

MBA (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN - 253640

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
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Loan Against Securities
PMS
SIF

Complimentary Services

Get any of the free services to experience working with Sanket Khelurkar.

30 Minute Q&A — Ask Me Anything
One Page Financial Blueprint
Retirement Readiness Check
Risk Profile Assessment