Hi..I am Sneha Sathawane, an IIM passout who is founder of Astrid One Pvt Ltd. With 15years of work experience earlier with ICICI Wealth Management, Tata Capital, Larsen & Toubro, etc., I am an avid long term investor, public speaker, independent thinker, & a passionate financial wellbeing campaigner. Our expertize lies in managing HNI portfolio for Individuals, Families, HUF, Corporates, and Institution. Personlized solution depending on the current asset allocation, defining future goals and then planning the portfolio which is best suitable. FInancial education, quaterly review, unbiased opinion is what we focus.
Practice at a glance
15
Years of Experience
200
Families Served
₹1,000
Crores Managed
Practice Details
Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Founders & Entrepreneurs
Language Spoken:Hindi, Marathi, English
Qualification Completed
MBA (Finance / Investments)
PGDM (Finance / Investments)
Education
Formal Education
MBA – Master of Business Administration
Industry Education
NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination, NISM XXI-A – Portfolio Management Services Distributors, NISM XIII: Common Derivatives 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
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Home Loans
Loan Against Securities
PMS
SIF
AIF
Complimentary Services
Get any of the free services to experience working with Sneha Sathawane.