Datta Alekar - Tax Consultancy Advisor in Pune, Pune

Datta Alekar - Tax Consultancy Distributors

Member since Sep 5, 2024

About Me
As a dedicated financial planner, I specialize in crafting tailored investment strategies and managing mutual fund investments to optimize your portfolio. With a focus on comprehensive insurance solutions, I provide expert guidance to help you achieve financial security and growth. Let’s work together to design a strategic plan that meets your financial goals and protects your future.
About Work Experience
At Paisalogy, we are experienced mutual fund distributor in Pune with a proven track record in financial planning and investment management. We have successfully guided clients through customized mutual fund investments and comprehensive insurance solutions, enhancing their financial security and growth. Our expertise lies in developing strategic financial plans tailored to individual needs and goals.
Experience & Qualification
Qualification
BBA
Experience as an Advisor
3 Years
Total work Experience
3 Years
Services and Advisory Offered
  • Mutual Fund

  • Insurance Brokers

  • Tax Consultancy

  • Portfolio Management Schemes

  • NPS (National Pension Scheme)

  • Financial Education Providers

  • Will Writing Services

  • Loan Against Property

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
Datta

Pune,
Pune,
Pune,
Maharashtra, 411001

LICENSE

  Mutual Fund - ARN No. 248117 - Validity - 20-06-2025

  Insurance Brokers - 12345678 - Validity - 01-07-2027

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