Siddhartha Sancheti

Neo Economy and You Financial Services Pvt Ltd•Pune,MH

Office No - 13, B - Wing, 4th Floor, Dr Herekar Park, Above Just Casual, Near Kamala Nehru Park, Bhandarkar Road, Pune - 411004,

Pune, MH, 411004

Office No - 13, B - Wing, 4th Floor, Dr Herekar Park, Above Just Casual, Near Kamala Nehru Park, Bhandarkar Road, Pune - 411004, Pune, MH, 411004

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About

Qualified Personal Finance Professional with 2 years of experience, helping Individuals, Business Owners, Families, and HNIs achieve their long-term financial goals. I specialize in delivering personalized strategies across financial planning, wealth management, insurance solutions, PMS, equity advisory, and strategic asset allocation to build, grow, and protect wealth.

Practice at a glance

Years of Experience

160

Families Served

₹9

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

BCom – Bachelor of Commerce, MBA – Master of Business Administration

Industry Education

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

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

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Siddhartha Sancheti.

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review

Retirement Readiness Check