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Yogesh Gupta | ANANDITA WEALTH FINANCIAL SERVICE PVT. LTD | ThaneYogesh Gupta | ANANDITA WEALTH FINANCIAL SERVICE PVT. LTD | Thane

Yogesh Gupta

ANANDITA WEALTH FINANCIAL SERVICE PVT. LTD•Thane,MH
SHOP 23, BHAIRAV GOLDCREST RESIDENCY, PLOT 7, SECTOR 11, GHANSOLI, NAVI MUMBAI,
Thane, MH, 400701
SHOP 23, BHAIRAV GOLDCREST RESIDENCY, PLOT 7, SECTOR 11, GHANSOLI, NAVI MUMBAI, Thane, MH, 400701
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About

Armed with a Masters in Management Studies from University of Mumbai in 2000, I had a stint of almost 2 decades in the corporate world spanning across strong growth in Pharma and Banking industry. Having worked across levels with roles in Sales, Product Management, Brand building and P&L. My last assignment was as an AGM at ICICI Bank, handling online NRI remittances through Money2India platform, after which in the year 2018 I decided to pursue Financial Freedom and Wealth generation for self and others. Now helping my clients achieve Financial Freedom through proper financial planning and professional management of their investments with focus on the right asset allocation. For facilitating this, I've equipped myself with a financial planning qualification, QPFP (Qualified Personal Finance Professional) and partnered with Motilal Oswal Financial Service, Anand Rathi Digital Wealth & Nuvama Wealth to provide all the financial avenues of Investments, Insurance & Loans

Practice at a glance

8
Years of Experience
300
Families Served
₹100
Crores Managed

Practice Details

Min Monthly Investment:₹15,000 & more
Min Lumpsum Investment:₹10,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Salaried Executives, Founders & Entrepreneurs
Language Spoken:Hindi

Qualification Completed

QPFP – Qualified Personal Finance Professional

MBA (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-276346

NSE/BSE Authorized Person (AP)

AP0297560663

Education

Formal Education

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

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund

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 Gupta.

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
Stocks Portfolio Review
Retirement Readiness Check