Yogini Kamat | YATHARTH FINSERVE

About

I am Mrs.Yogini Kamat , Financial Advisor having 20+ years of experience in Banking Sector and 3 yrs experience in Personal Finance Management .With a family history of practice of wealth management , I like to help & educate people to manage their Finance & Achieve their Financial Goals with Risk Management. Till now secured 50 Families and managing Wealth Portfolio. This is just a START.....

Practice at a glance

3

Years of Experience

50

Families Served

₹10

Crores Managed

Practice Details

Min Monthly Investment:₹10,000

Min Lumpsum Investment:₹50,000

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:NRI / OCI, HNI Families, Salaried Executives

Language Spoken:Hindi, Marathi

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

SEBI Registered Investment Adviser

Education

Formal Education

BSc – Bachelor of Science

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Yogini.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review

Retirement Readiness Check