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Yeshwant Shingwekar | Prosper Finmart | ThaneYeshwant Shingwekar | Prosper Finmart | Thane

Yeshwant Shingwekar

Prosper Finmart•Thane,MH
602, Maitri Krishna Vasudev CHS, Opp B R Madhavi School, Rajaji Path Lane No.4, Dombivli E,
Thane, MH, 421201
602, Maitri Krishna Vasudev CHS, Opp B R Madhavi School, Rajaji Path Lane No.4, Dombivli E, Thane, MH, 421201
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About

With a decade of senior-level experience in the life insurance industry and extensive interaction with individuals regarding their insurance and financial needs, I recognized a significant lack of qualified, client-centric wealth consultants. This led me to establish Prosper Finmart in November 2015. Our firm helps individuals define their financial goals and achieve financial freedom through expert wealth consultancy and continuous support. As the saying goes, "A journey of a thousand miles begins with a single step," and we are committed to being with our clients every step of the way. Additionally, I assist small and medium-sized enterprises with business planning and effective cash flow management. Over the past nine years, we have served over 350 families, managing assets worth Rs. 50 crore. As per the proverb, "Give a man a fish and you feed him for a day; teach a man to fish and you feed him for a lifetime," we empower clients with the knowledge to secure their financial future

Practice at a glance

10
Years of Experience
410
Families Served
₹75
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
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, Doctors, Professionals (CAs, Lawyers)
Language Spoken:Hindi, Marathi

Qualification Completed

CWM – Chartered Wealth Manager

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-103967

IRDAI Licensed Insurance Agent (Life)

AIGI0207150009

PFRDA Registered Retirement Adviser

RAN000015951

APMI Registered PMS Distributor

APRN05276

Education

Formal Education

BSc – Bachelor of Science, MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XVII: Retirement Advisor Certification, IRDAI IC 38 – Life Insurance Agent Examination

Can help you to

Plan Complete Finances
Children’s Goals
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Loan Against Securities
PMS

Complimentary Services

Get any of the free services to experience working with Yeshwant Shingwekar.

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
Stocks Portfolio Review
Retirement Readiness Check