Sandeep Pathak - Tax Consultancy Distributors
Member since Dec 19, 2016
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About Me
Wealth Creators Financial Advisors was established in 2008 with a mission of creating financial awareness & helping people from various strata of the society to evaluate and streamline their individual financial needs with also an intent of protecting them from making irrational financial decisions. We specialize in providing unbiased financial planning solutions by giving utmost priority to the interest of the client. We help clients meet their important life goals by preparing a customized Comprehensive Financial Plan and also by providing help in its implementation. We follow a very robust mechanism to derive solutions for every financial problem. We believe in building strong trust based relationship for a lifetime as we look beyond monetary benefits and ensure that we deliver the whole organisation for the benefit of our clients. That is why, the majority of our clients are referrals from our existing satisfied clients.
About Work Experience
Have 11 years in Financial Services, Telecom & FMCG having worked with conglomerates like HUL, ICICI & Tata.
Experience & Qualification
Qualification
BSC
Experience as an Advisor
11 Years
Total work Experience
6 Years
Services and Advisory Offered
Mutual Fund
Insurance Brokers
Tax Consultancy
Online Tax Return Filing
Real Estate Brokers
Portfolio Management Schemes
NPS (National Pension Scheme)
Housing Loans
Personal Loan
Will Writing Services
Loan Against Property
Property Management Services
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Sandeep
A-701, Waterridge,
Opp Atur Nagar, Undri,
Undri,
Pune,
Maharashtra, 411028
LICENSE
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Mutual Fund -
ARN No.
90814 - Validity -
29-06-2019
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