About Me
CERTIFIED FINANCIAL PLANNER | SIP WALA | Clients First | Investment Specialist | Energetic |
"I am Santosh Behere, CFP Proprietor of Mahalakshmi Investments. I am a Certified Financial Planner. We provide goal-based financial planning solutions to individuals, couples, and families based on their current and future needs. Personal financial planning aims to focus on an individual's financial objectives and use a variety of methods to achieve them. We have more than 600 happy clients and we manage a portfolio of 25 Crore and more than 30 Lakh SIP book size as of 31st December 2022 is a testimony of successful life planning service"
Experience & Qualification
Qualification
CERTIFIED FINANCIAL PLANN..
Experience as an Advisor
11 Years
Total work Experience
11 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Certified Financial Planner (CFP)
Share Trading & Demat
Portfolio Management Schemes
Share Tips & Trading Tools
Fixed Deposits