Swati Pawar

T4T Investments•Vasai-Virar,MH

OFF NO 2 & 3, J-2, VIJAY PARK CHS LTD, NAIGAON WEST,,

Vasai-Virar, MH, 401207

OFF NO 2 & 3, J-2, VIJAY PARK CHS LTD, NAIGAON WEST,, Vasai-Virar, MH, 401207

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About

Qualified Personal Finance Professional, Certified Financial Goal Planner , Certified MFD, passionate to help people live a Stresfree Financial Life through her Special and Unique '7 Events to Financial Freedom Journey.' Passionate about spreading Financiala Literacy among people. Often invited a Guest Speaker for Investor Awareness Program / Financial Education Workshops, at Corporates, differenct Clubs/ Associations & Govt Organisations. Strongly believe and help people chasing their Financial Goals rather than chasing returns. She has number of success stories of her clients and testimonials for transforming people's lives in a positive way.

Practice at a glance

Years of Experience

624

Families Served

₹70

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Hybrid (Comissions + Fees)

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

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health 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

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Loan Against Securities

Complimentary Services

Get any of the free services to experience working with Swati Pawar.

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

Retirement Readiness Check

Risk Profile Assessment

Financial Wellbeing Workshop

Loan & EMI Review