Santosh Bakare | Shubhashree

About

Exploring Personal Finance (QPFP). Stock Market full time trader & Trainer, Engineer by qualification and passionate Trader + Trainer.

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Senior Citizens / Retirees, HNI Families, Doctors, Salaried Executives

Language Spoken:Hindi, Marathi, Tamil, Kannada, English

AMFI Registered Mutual Fund Distributor

ARN - 346872

SIF Distributor (AMFI)

ARN - 346872

Formal Education

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XIII: Common Derivatives Certification, IRDAI IC 38 – Life Insurance Agent Examination

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Buy Right Insurance

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Stocks & Equity

SIF

Get any of the free services to experience working with Santosh Bakare.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Mutual Fund Portfolio Review

Stocks Portfolio Review

Retirement Readiness Check