Shreya Vernekar | Ananttan Wealth

About

I am very open about it, 'Money is something that really matters to me'. I like to see my friends (of course my clients are my friends) and family rich and happy. I believe we all can have our dreams fulfilled with a proper financial plan. "Stay Rich Stay Healthy"

Practice at a glance

10

Years of Experience

70

Families Served

₹4

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹50,000 & more

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)

Specialises working with:Salaried Executives

Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BSc – Bachelor of Science

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

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Shreya Vernekar.

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

Retirement Readiness Check