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Yogesh Bulbule

Money Mantra Investments•Latur,MH

1st Floor, Rathi's Town Centre, Above Metro Shoroom, Main Road,,

Latur, MH, 413512

1st Floor, Rathi's Town Centre, Above Metro Shoroom, Main Road,, Latur, MH, 413512

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About

Pioneer of Financial Planning Services in Latur, Maharashtra. Founder of one of the best brands in MF industry, Money Mantra Investments, which was started on 15th August 2007. One of the largest Mutual Fund Distributor in the region serving 600+ families and 250+ crores of Mutual Fund AUM. For more information, please visit our website www.moneymantraonline.com

Practice at a glance

Years of Experience

600

Families Served

₹240

Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more

Min Lumpsum Investment:₹5,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:HNI Families, Doctors, Professionals (CAs, Lawyers)

Language Spoken:Hindi, Marathi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

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

Plan Retirement

Save Taxes

Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Yogesh Bulbule.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Mutual Fund Portfolio Review

One Page Financial Blueprint