Yogesh Narwekar
FINNICS Financial Services•Mumbai
Office No 2, Umesh Apartments, Shiv Vallabh Road, Dahisar (East),
Mumbai, 400068
Office No 2, Umesh Apartments, Shiv Vallabh Road, Dahisar (East), Mumbai, 400068
About
Practice at a glance
17
Years of Experience
500
Families Served
₹210
Crores Managed
Practice Details
Min Monthly Investment:₹1,000
Min Lumpsum Investment:₹10,000
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, NRI / OCI, Senior Citizens / Retirees, Salaried Executives
Language Spoken:Hindi, Marathi
Qualification Completed
QPFP – Qualified Personal Finance Professional
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-101019
Education
Formal Education
BE – Bachelor of Engineering
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors
Can help you to
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Make a Will / Trust
Buy Right Insurance
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Home Loans
Loan Against Securities
PMS
Complimentary Services
Get any of the free services to experience working with Yogesh.
30 Minute Q&A — Ask Me Anything
Financial Health Check-up
Insurance Portfolio Review
Retirement Readiness Check