Termil Daftari
Daftari Finserv LLP •Mumbai,MH
403, Avior corporate park, LBS Road, Mulund west,
Mumbai, MH, 400080
403, Avior corporate park, LBS Road, Mulund west, Mumbai, MH, 400080
About
Practice at a glance
7
Years of Experience
3500
Families Served
₹300
Crores Managed
Practice Details
Min Monthly Investment:₹4,00,000 & more
Min Lumpsum Investment:₹3,50,00,000 & 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, Professionals (CAs, Lawyers), Founders & Entrepreneurs
Language Spoken:Hindi, Marathi, Gujarati, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN - 262305
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors 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
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Home Loans
Loan Against Securities
PMS
SIF
AIF
Gift City
Complimentary Services
Get any of the free services to experience working with Termil Daftari.
Financial Goals Analysis
Insurance Portfolio Review
Mutual Fund Portfolio Review
Risk Profile Assessment
Financial Wellbeing Workshop