Search By Categories

By Needs

By Products

By Specializations

Coming soon

Professionals Get Listed Download Free Guidebook

Get Financial Wellbeing Check-Up

Suraj Jagadale

Freedom FinServ•Pune,MH

77/A, FIRST FLOOR, JAGDALE MANSION, KASTURBA HSG SOC, VISHRANTWADI, OFF ALANDI ROAD,,

Pune, MH, 411015

77/A, FIRST FLOOR, JAGDALE MANSION, KASTURBA HSG SOC, VISHRANTWADI, OFF ALANDI ROAD,, Pune, MH, 411015

View Website

About

I love to build long term Relationships and always have Gratitude for all that God has given me in this Life. My vision is to help each and everyone who comes in my life to attain Financial Freedom stage to live a KingSize life so that they can achieve the dreams for themselves and their loved ones.

Practice at a glance

Years of Experience

750

Families Served

₹215

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹50,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers)

Language Spoken:Hindi, Marathi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

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

Complimentary Services

Get any of the free services to experience working with Suraj Jagadale.

30 Minute Q&A — Ask Me Anything

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check