Urvi Vilas Khanolkar
UV WEALTH•Thane,MH
B / 8, Parvat Darshan CHS, Shree Nagar ,
Thane, MH, 400604
B / 8, Parvat Darshan CHS, Shree Nagar , Thane, MH, 400604
About
Practice at a glance
1
Years of Experience
25
Families Served
₹1
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings: --
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
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
Save Taxes
Build Wealth
Can help you buy / invest in
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Urvi Vilas Khanolkar.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check