Urmil Trivedi | urmiltrivedi.com

About

Urmil Trivedi,CWM® Chartered Wealth Manager® by American Academy of Financial Management (AAFM USA), designated as a FAAFM Fellow of the AAFM (USA), & Global Realtor. I offer need based investment services. I am helping people with success since 2011. I offer Real Eatate | Mutual Funds | Insurance | Fixed Income Products | Loans | Estate Planning services.

Practice at a glance

15

Years of Experience

80

Families Served

₹35

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

CWM – Chartered Wealth Manager

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

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

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 Urmil Trivedi,CWM®.

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