About Me
AMFI Registered Mutual Fund Distributor, MEng, PMP.
IRDA Registered Insurance Advisor (General, Health & Life Insurance)
NISM certified Retirement Advisor
Mutual Fund Investment Services, Financial Planning, Retirement Planning, Mutual Fund Portfolio Management, Risk Profiling, Online consultation.
-Financial Consultant with HDFCLife
-Insurance Advisor with HDFCErgo
-Other insurances as needed.
-Free Consultation Call,
-Free one to one on-demand webinar on "Financial Planning & Mutual Funds Investments"
-Running One of the Best Blog in India on Investment, Financial & Retirement Planning, Personal Finance, Mutual Fund, Stocks, Income Tax, Insurance, and Investment services. (An Initiative for Financial Literacy)- (https://aniketpatkarinvestments.blogspot.com/)
- Multi asset investment platform
- Tax filing, e-will services
- Tax planning and related investment services
- Gold Bonds, Government bonds
- IPO
- Demat, Small case
- Loans
About Work Experience
I am Postgraduate Mechanical Engineer. I am passionate about Investment, Personal Finance, Financial Planning. I am also running one of the Best Blog in India on Investment, Financial & Retirement Planning, Personal Finance, Mutual Fund, Stocks, Income Tax, Insurance, Investment services as an Initiative for Financial Literacy (https://aniketpatkarinvestments.blogspot.com/)
I am also NISM certified Retirement Advisor.
Experience & Qualification
Qualification
MEng.
Experience as an Advisor
9 Years
Total work Experience
1 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
IPOs, Bonds & NCDs
Fixed Deposits