Tarun Sehgal | Wealth Manager

About

21 Years of Experience in Financial Planning & Wealth Management, Succession Planning and Tax Advisory

Practice at a glance

21

Years of Experience

115

Families Served

₹105

Crores Managed

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Fees

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

CA – Chartered Accountant

QPFP – Qualified Personal Finance Professional

AMFI Registered Mutual Fund Distributor

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Plan Complete Finances

Organize Financials

Invest for Goals

Save Taxes

Build Wealth

Make a Will / Trust

Fixed Deposits & Bonds

Mutual Funds

Get any of the free services to experience working with Tarun Sehgal.

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review