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Sarthak Pardeshi | Money Lancer Investments Pvt Ltd | PuneSarthak Pardeshi | Money Lancer Investments Pvt Ltd | Pune

Sarthak Pardeshi

Money Lancer Investments Pvt Ltd•Pune,MH
Office no. 107 108, 4th Dimension, Erandwane, ,
Pune, MH, 411004
Office no. 107 108, 4th Dimension, Erandwane, , Pune, MH, 411004
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About

As Director at Money Lancer Investment Pvt. Ltd., I leverage my Certified Retirement Administrator (CRA) certification and postgraduate degree in Business Administration and Management from IMDR, Pune, to deliver tailored solutions in wealth management and retirement planning. My focus is on providing clients with strategic financial planning and personalized wealth strategies that align with their unique goals and risk appetite. At Money Lancer, I lead initiatives to enhance process improvement and portfolio performance while supporting clients with comprehensive solutions in insurance, investments, and loans. Committed to integrity and disciplined growth, I am dedicated to empowering individuals and families to secure their financial futures with confidence and peace of mind.

Practice at a glance

6
Years of Experience
900
Families Served
₹430
Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹25,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Professionals (CAs, Lawyers), Founders & Entrepreneurs
Language Spoken:Hindi, Marathi, English

Qualification Completed

MBA (Finance / Investments)

NISM PG Programs

Licenses Held

AMFI Registered Mutual Fund Distributor

189009

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Make a Will / Trust
Buy Right Insurance

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Home Loans
Loan Against Securities
PMS
SIF
AIF
Gift City

Complimentary Services

Get any of the free services to experience working with Sarthak Pardeshi.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Insurance Portfolio Review
Mutual Fund Portfolio Review
Stocks Portfolio Review
Risk Profile Assessment
Financial Wellbeing Workshop