Sewak Dhole | S M Dhoole Financial Services

Practice at a glance

40

Years of Experience

1000

Families Served

₹100

Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more

Min Lumpsum Investment:₹1,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, Women Investors, Senior Citizens / Retirees, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Government Staff

Language Spoken:Hindi, Marathi, English

Qualification Completed

MBA (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

69779

IRDAI Licensed Insurance Agent (Life)

01501997

Education

Formal Education

MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Buy Right Insurance

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Life Insurance

Mutual Funds

PMS

Gift City

Complimentary Services

Get any of the free services to experience working with Sewak Dhole.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Insurance Portfolio Review

Mutual Fund Portfolio Review

Financial Wellbeing Workshop