Sanket Khelurkar | Wealthzest Financial Services Pvt Ltd

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