SANTOSH BEHARE, CFP

GROWW LAKSHMI FINSERV PVT. LTD.•Amravati,MH

ASHADEEP COMPLEX, B-5 , NAWATHE SQUARE, BADNERA ROAD,,

Amravati, MH, 444608

ASHADEEP COMPLEX, B-5 , NAWATHE SQUARE, BADNERA ROAD,, Amravati, MH, 444608

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About

Welcome to Groww Lakshmi Finserv Pvt. Ltd. At the heart of our organization is our founder, Santosh Behare, an exemplary leader and a distinguished Ex-Serviceman. Santosh dedicated more than 11 years of his life to serving our nation through the Border Security Force (BSF). During his tenure with BSF, Santosh exhibited unwavering dedication, discipline, and a strong commitment to duty, values that continue to resonate within Groww Lakshmi FinservPvt Ltd.

Practice at a glance

Years of Experience

1000

Families Served

₹55

Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more

Min Lumpsum Investment:₹10,000 & more

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Armed Forces, Government Staff

Language Spoken:Hindi, Marathi, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

307703

IRDAI Licensed Insurance Agent (General)

00655021

PFRDA Registered Retirement Adviser

RAN0000149921

Education

Formal Education

BA – Bachelor of Arts

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XVII: Retirement Advisor Certification, NISM XXI-A – Portfolio Management Services Distributors

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

NPS & Govt Schemes

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with SANTOSH BEHARE, CFP.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review

Retirement Readiness Check