KAUSTUBH KULKARNI - Fixed Deposits Advisor in Mulund East, Mumbai

KAUSTUBH KULKARNI - Fixed Deposits Distributors

Member since Sep 29, 2020

7738536227

kaustubh.kulkarni@financialchartered.in

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About Me

At Financial Chartered your future success is our greatest priority and our solutions aim to provide you with two priceless gifts - peace of mind and more time to spend on important things outside of managing your wealth. We treat your wealth as we would our own. Whether your focus is on retiring comfortably while paying for your children’s education or preserving wealth and leaving a legacy, we can help. Our firm’s commitment to objectivity and independence means that everything we do is focused on helping you develop and implement the right investment strategies. We help you to achieve your goals and reach realize your dreams, in the most collaborative and transparent way. We endeavor to build and maintain long term portfolios. Our primary objective is to maximize wealth by delivering strong risk adjusted returns by providing strategies spanning the full spectrum of asset classes, including equity, fixed income, arbitrage, ultra-short-term bonds, cash liquidity, hedge leveraging the strategic tie-ups with all the asset management companies. Our investment process seeks to identify Asset Management Companies and the funds which invest in structurally well-positioned high- quality business at attractive valuations for our goal to achieve wealth maximization.

About Work Experience

Professional experience in Wealth Management and Financial planning & advisory since 2006 with Citibank, HDFC Bank and Prudential PLC

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