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Sarang Shahane | NiveshRoot  | PuneSarang Shahane | NiveshRoot  | Pune

Sarang Shahane

NiveshRoot •Pune,MH
Flat No. E401 Shri Venkatesh Lake Vista, Ambegaon Khurd,,
Pune, MH, 411046
Flat No. E401 Shri Venkatesh Lake Vista, Ambegaon Khurd,, Pune, MH, 411046
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About

Sarang Shahane, an IT professional turned financial expert, is on a mission to help millions break free from debt and achieve lasting prosperity. Drawing on his extensive experience in technology, Sarang has seamlessly transitioned into the financial sector, blending his IT expertise with a deep understanding of financial strategies. Specializing in mutual fund investments, he empowers individuals to grow their wealth strategically and effectively. Committed to delivering holistic financial solutions, Sarang tailors his advice to meet the unique needs of each client, making even the most complex financial concepts accessible and easy to understand. With a keen insight into market dynamics and risk management, he guides his clients through the intricacies of wealth creation, simplifying the path to financial freedom. Whether you’re just starting your investment journey or seeking to optimize your financial portfolio, Sarang is dedicated to helping you achieve your goals and secure a prosperous future.

Practice at a glance

3
Years of Experience
50
Families Served
₹1
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
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 (Life)

Education

Formal Education

BCA – Bachelor of Computer Applications

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth

Can help you buy / invest in

Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Sarang Shahane.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check