Seema Kakade Ahuja
Plan Happy Wealth•Mumbai,MH
102, Akruti Star, MIDC - Andheri East,,
Mumbai, MH, 400093
102, Akruti Star, MIDC - Andheri East,, Mumbai, MH, 400093
About
Practice at a glance
30
Years of Experience
100
Families Served
₹60
Crores Managed
Practice Details
Min Monthly Investment:₹25,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs
Language Spoken:Hindi, Marathi, Gujarati, English
Qualification Completed
CFP – Certified Financial Planner
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
Education
Formal Education
BSc – Bachelor of Science, MBA – Master of Business Administration
Industry Education
NISM V-A – Mutual Fund Distributors 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
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Seema Kakade Ahuja.
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