Yogesh Patil
one crore investment•Thane,MH
mira road,
Thane, MH, 401108
mira road, Thane, MH, 401108
Practice at a glance
19
Years of Experience
250
Families Served
₹15
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:
Licenses Held
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
Education
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Plan Retirement
Save Taxes
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Yogesh Patil.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Mutual Fund Portfolio Review
Retirement Readiness Check