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Amol Pramod Ubale
I am a pro-bono financial planner and am happy to offer you free financial planning services. I am a chartered financial planner with over 20 years of experience as a finance professional. I practice financial planning to give back my knowledge to the society and happy to help you with your financial plan in full confidence with NO FEEs charged.
Consultant Information
Specialty
Education
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Post Graduate/ Masters Degree (any)
Specializations
Specializations
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Will Planning
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Health Insurance
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Financial Planning Disabled children
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Property / Home Insurance
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Basic Tax Planning
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Mutual Funds / Bonds
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Retirement Planning NPS
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Loans - Business / Personal Loans
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Retirement Planning /Insurance
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Business Insurance
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Advanced tax planning
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NRI Estate / Properties
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Tax planning for business owners
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Life Insurance
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Demat accounts
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Financial Plan creation
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Portfolio Management
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Credit Rating Improvement Program
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NRI Financial Planning
Key Information
Am I certified as a financial planner?
Yes
I am practicing since
My highest educational qualification is
Post Graduate/ Masters Degree (any)
Number of clients serviced
50
Number of financial plans created by me
15
My Fee & Services Structure
I charge fees on
A fixed rupee value proportional to asset or portfolio value
Do I offer discounts to ArthaSarathi clients?
Yes
Prefred Way of Meeting
Both(Physical/Online)
I will review your portfolio
Quaterly
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