Listing Details
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Akash Avinash Kalantre
Our services
1.
-Analysis on financial planning.
-Analyse leakages of financial planning.
-Solutions for achieving financial goal.
2.
-Determine purpose of investment.
-Determine future fund requirements
-Monitor performance of investment
3.
-Life insurance strategies.
-General insurance requirements.
Consultant Information
Specialty
Education
-
Graduate and Above
Specializations
Specializations
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Will Planning
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Health Insurance
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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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Physical shares management
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Business Insurance
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Advanced tax planning
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Financial Planning Disabled children
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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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Retirement Planning /Insurance
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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
150
Number of financial plans created by me
70
My Fee & Services Structure
I charge fees on
My fees vary depending on the case. I may charge a fixed amount or a percentage based on the asset or portfolio value.
Do I offer discounts to ArthaSarathi clients?
No
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