Yogeshkumar Chandrakant Sulakhe

Myself Yogeshkumar Chandrakant Sulakhe, and I am a seasoned Financial Planner with over 16 years of experience as a Mutual Fund Distributor and Insurance Advisor. I hold qualifications, including M.Com, MBA (Finance), MCBM (Marketing), CFP®, CWM®, and CFGP®. This reflect my dedication to staying updated in a dynamic environment. Managing an AUM of ₹66 crore+ and a SIP book size of ₹99 Lakh+, I serve 1,400+ clients across 20 states and 169 cities, focusing on Personalized Financial Planning solutions such as Retirement Planning, Child Education Planning and more. My core competency lies in helping individuals and families achieve their Future Financial Goals with a client-first approach, supported by a dedicated team that drives results. Additionally, I am passionate about educating investors through awareness programs and inspiring a culture of disciplined investments.