- +91 9881013170
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AMFI-Registered Mutual Fund Distributor ARN-41896
Certified Financial Planner®
Qualified Personal Finance Professional®
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AMFI-Registered Mutual Fund Distributor ARN-41896
Certified Financial Planner®
Qualified Personal Finance Professional®
AMFI-Registered Mutual Fund Distributor ARN-41896
Certified Financial Planner®
Qualified Personal Finance Professional®
My romance with Personal Finance commenced eighteen years ago during my stay in the Gulf. I found and still believe that there is a dearth of proper guidance when it comes to managing money.
Need to understand goals and aspirations of each individual are greater than ever before. A proper calculation of money is needed to achieve goals or to realistically get anywhere near them. It is important to have a roadmap of the financial journey ready beforehand to avoid getting surprised when the milestones or goals actually arrive. Hence, raising the financial literacy levels of the masses is the key to a happier world.
Need for long-term thinking with regards to investments, insurance, taxation, retirement and estate is essential. Unbiased opinion for this is the need of the hour. Procrastination of personal finance decisions due to various factors cripple the chances of an individual to lead a happy, stress free and financially worry-free life. However, a financially literate person can easily overcome these pitfalls.
With 30 years of experience in the field of Finance in India and abroad, inclusive of 16 years of experience in the Financial Services sector, Bachelors Degree of Commerce & Law, Gold standard certification- CERTIFIED FINANCIAL PLANNERCM, QPFP®, I believe it is part of my social responsibility to guide people to a healthy financial life. As a distributor of various financial products viz. Mutual Funds, Life & Health Insurance, Corporate Fixed Deposits etc., all tools are available under one roof.
I am on a mission to spread financial awareness. I am consistently conducting trainings and seminars for corporates, clubs and housing societies where I share my knowledge with individuals of various age groups. I believe sharing knowledge is the perfect antidote to gaining knowledge. I am also a Rotarian and was President of Pune Investment & Financial Ambassadors Association-PIFAA for the year 2021-22.
Flat no. 104, Bldg. No. 7,
Ved Vihar, Paud Road,
Kothrud, Pune 411038
+91 9881013170
+91 7769953077
Fin Pals © 2018
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor – ARN-41896 | Date of initial registration – 00 APR 0000 | Current validity of ARN – 00 APR 0000
Grievance Officer- Mr. Harshavardhan Bhusari | finpalspune@gmail.com
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