Uuday Patankar
Intellective traininvest opc pvt ltd•Panvel,MH
B 201 Yasho narayan st. road old panvel,
Panvel, MH, 410206
B 201 Yasho narayan st. road old panvel, Panvel, MH, 410206
Practice at a glance
22
Years of Experience
42
Families Served
₹4.5
Crores Managed
Practice Details
Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹3,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Senior Management, NRI / OCI, Business & SME Owners, Government Staff
Language Spoken:Hindi, Marathi, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
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
Invest for Goals
Plan Retirement
Build Wealth
Make a Will / Trust
Buy Right Insurance
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
Stocks & Equity
PMS
Complimentary Services
Get any of the free services to experience working with Uuday Patankar.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Insurance Portfolio Review
Mutual Fund Portfolio Review
Stocks Portfolio Review
Retirement Readiness Check
Financial Wellbeing Workshop