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Shrikant Talikoti | undefined | undefined

Shrikant Talikoti

About

UttungaFin® is a goal-based financial planning practice focused on helping individuals and families build long-term financial security through structured planning and disciplined investing. I work primarily in retirement planning, family protection planning, and long-term wealth creation using a suitability-based approach. I am a Qualified Personal Finance Professional (QPFP) and a Mutual Fund Distributor (MFD). My role is to help clients understand their goals, risk profile, and time horizon, and facilitate suitable mutual fund and protection solutions accordingly. The focus is on clarity, discipline, and long-term financial behavior rather than short-term market movements.

Practice at a glance

15
Years of Experience
158
Families Served
--
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings: --
Mode of Meetings: --
Specialises working with:Young Professionals, Senior Management, Business & SME Owners, Professionals (CAs, Lawyers)
Language Spoken:Hindi, Marathi, Kannada, English

Education

Industry Education

NISM V-A – Mutual Fund Distributors Certification