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  • Jiza Agashe

    Wealth Advisor in Pune
    5.00 out of 5
    Planner Name - Jiza Agashe
    Location - D P ROAD, Pune
    Experience - 3+ years ,
    Education - SEBI-RIA
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Income Criteria - Advises clients with over 1 lakh in net annual income
    Asset Criteria - Advises clients with more than 1 lakh in savings & investments
    Assets under Advisory - NA crore,
    Number of current clients- 10+ ,
    Client Retention Rate - NA %
    6 Years+ Experience
    Specializes in Financial planning, Investment advisory & Wealth management
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 4/5
    : Pune
    CFP SEBI-RIA AUM-1Cr +
    6 Years+ Experience
    : Pune
    FV Rating : 4/5
    Specializes in Financial planning, Investment advisory & Wealth management

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