Yogendrasingh Patil | CoinFit Financial Services Pvt Ltd

About

As a Founder Member and Director of Coinfit Financial Pvt. Ltd., I bring over 12 years of hands-on experience as a Mutual Fund Distributor, committed to guiding individuals and families toward financial clarity and long-term wealth creation. Over the past decade, I have built enduring relationships across the financial landscape by blending analytical precision with client-centric solutions. My journey has been defined by a deep understanding of market dynamics, regulatory trends, and tailored investment strategies that align with diverse financial goals and risk profiles

Practice at a glance

12

Years of Experience

200

Families Served

₹2

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

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

PFRDA Registered Retirement Adviser

Education

Formal Education

BSc – Bachelor of Science

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Yogendrasingh Patil.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Retirement Readiness Check