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
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