Wealth Advisor in Pune

  • Chenthil R Iyer

    Wealth Advisor in Pune
    4.00 out of 5
    Planner Name - Chenthil R Iyer
    Location - NDA Rd. Bavdhan, 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 %
    3 Years+ Experience
    Specializes in Financial planning, Investment advisory & Wealth management
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 3/5
    : Pune
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : Pune
    FV Rating : 3/5
    Specializes in Financial planning, Investment advisory & Wealth management

    Please provide details for the schedule





  • Gorakh Kadam

    Wealth Advisor in Pune
    0 out of 5
    Planner Name - Gorakh Kadam
    Location - SHINDE POOL, 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 %
    4 Years+ Experience
    Specializes in Financial planning, Investment advisory & Wealth management
    Certified Financial Planner
    SEBI-RIA
    AUM-4Cr +
    FV Rating : 4/5
    : SHINDE POOL
    CFP SEBI-RIA AUM-4Cr +
    4 Years+ Experience
    : SHINDE POOL
    FV Rating : 4/5
    Specializes in Financial planning, Investment advisory & Wealth management

    Please provide details for the schedule





  • 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

    Please provide details for the schedule





  • Paresh D. Shetiya

    Wealth Advisor in Pune
    0 out of 5
    Location - GANESHKHIND, Pune
    Experience - 3+ years ,
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Education - SEBI RIA
    Assets under Advisory - 1+ crore,
    FV Rating: 9/10
    3 Years+ Experience
    Specializes in Financial planning, Investment advisory & Wealth management
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 3/5
    : Pune
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : Pune
    FV Rating : 3/5
    Specializes in Financial planning, Investment advisory & Wealth management

    Please provide details for the schedule





  • Prashant Shejwal

    Wealth Advisor in Pune
    0 out of 5
    Experience - 3+ years ,
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Education - SEBI RIA
    Asset under Advisory - 1+ crore,
    FV Rating: 9/10
    7 Years+ Experience
    Specializes in Financial planning, Investment advisory & Wealth management
    Certified Financial Planner
    SEBI-RIA
    AUM-5Cr +
    FV Rating : 4/5
    : Pune
    CFP SEBI-RIA AUM-5Cr +
    7 Years+ Experience
    : Pune
    FV Rating : 4/5
    Specializes in Financial planning, Investment advisory & Wealth management

    Please provide details for the schedule





  • Rohit Bornarkar

    Wealth Advisor in Pune
    0 out of 5
    Location - BAVDHAN, Pune
    Experience - 3+ years ,
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Education - SEBI RIA
    Assets under Advisory - 1+ crore,
    FV Rating: 9/10
    3 Years+ Experience
    Specializes in Financial planning, Investment advisory & Wealth management
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 3/5
    : Pune
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : Pune
    FV Rating : 3/5
    Specializes in Financial planning, Investment advisory & Wealth management

    Please provide details for the schedule





  • Wealth Creators Financial Advisors

    Wealth Advisor in Pune
    4.00 out of 5
    Planner Name - Wealth Creators Financial Advisors
    Location - HADAPSAR, 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 %
    12 Years+ Experience
    Specializes in Financial planning, Investment advisory & Wealth management
    Certified Financial Planner
    SEBI-RIA
    AUM-50Cr +
    FV Rating : 3/5
    : Pune
    CFP SEBI-RIA AUM-50Cr +
    12 Years+ Experience
    : Pune
    FV Rating : 3/5
    Specializes in Financial planning, Investment advisory & Wealth management

    Please provide details for the schedule