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Santosh Kedari | Sanriya Finvest Pvt. Ltd | PuneSantosh Kedari | Sanriya Finvest Pvt. Ltd | Pune

Santosh Kedari

Sanriya Finvest Pvt. Ltd•Pune,MH
Kamdhenu, 2nd Floor, Opp. Prakash (MSEB Office) Bhavan, Next to Bank of Baroda, Near Chattushringi Temple, above Tribes India, Senapati Bapat Rd, Shivajinagar,,
Pune, MH, 411016
Kamdhenu, 2nd Floor, Opp. Prakash (MSEB Office) Bhavan, Next to Bank of Baroda, Near Chattushringi Temple, above Tribes India, Senapati Bapat Rd, Shivajinagar,, Pune, MH, 411016
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About

Since 2001, Santosh has worked in the financial services industry. Prior to Sanriya Finvest Pvt Ltd, Santosh held the position of Managerial Business Associate at TATA AIA Life Insurance Company Ltd., where he was in charge of recruiting consultants, hiring them, promoting business, managing teams, encouraging, directing, teaching skills, assisting consultants and business partners, managing sales and budgets, etc. Santosh is a Certified Financial Planner (CM) from Financial Planning Standard Board India, also registered as a distributor with the Association of Mutual Funds in India (AMFI) and completed Portfolio Management Services (PMS) Distributors Certification. He has a Master of Business Studies (MBS), a PGDBM, and a Diploma in Tax Law (DTL). He obtained his Licentiate certification from the Indian Insurance Institute (III).

Practice at a glance

22
Years of Experience
1100
Families Served
₹175
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

CFP – Certified Financial Planner

CWM – Chartered Wealth Manager

Licenses Held

AMFI Registered Mutual Fund Distributor

PFRDA Registered Retirement Adviser

Education

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XVII: Retirement Advisor Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
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
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity

Complimentary Services

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

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