CFP Shweta Shastri
CFP Shweta Shastri•Pune,MH
Bootstart Cowork,Waman Ganesh Heights,Behind Cafe peter,Bavdhan,,
Pune, MH, 411021
Bootstart Cowork,Waman Ganesh Heights,Behind Cafe peter,Bavdhan,, Pune, MH, 411021
About
Practice at a glance
8
Years of Experience
70
Families Served
₹25
Crores Managed
Practice Details
Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment: --
Nature of earnings:Fees
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Senior Citizens / Retirees
Language Spoken:Hindi, Marathi, English
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
Education
Formal Education
BBA – Bachelor 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
Can help you buy / invest in
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
PMS
SIF
AIF
Complimentary Services
Get any of the free services to experience working with CFP Shweta Shastri.
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