Santosh Ghone | Invinest Financial Services

About

Invinest Financial Services was established by Santosh Ghone and started Life and Health Insurance services and is an AMFI registered Mutual fund distributor in the year since 2000. Mission "To be a process oriented, one stop solutions with the bunch of investments tool for our customers to helping them to attend their Financial Freedom

Practice at a glance

25

Years of Experience

700

Families Served

₹40

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Save Taxes

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

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

Financial Goals Analysis

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check