SHAUNAK THAKKAR | Wealthy Tree

About

At Wealthy Tree, our purpose is to Nurture and Create Wealth for you, so that your & your Family's Dreams can be Fulfilled Financially.

Practice at a glance

12

Years of Experience

150

Families Served

₹7

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:Young Professionals, NRI / OCI, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Government Staff

Language Spoken:Hindi, Gujarati, English

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-189285

IRDAI Licensed Insurance Agent (Life)

698447

SIF Distributor (AMFI)

ARN-189285

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XIII: Common Derivatives Certification, IRDAI IC 38 – Life Insurance Agent Examination

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

Loan Against Securities

SIF

Complimentary Services

Get any of the free services to experience working with SHAUNAK THAKKAR.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Mutual Fund Portfolio Review

Risk Profile Assessment

Tax-Saving Review