SANTOSH BEHARE - Mutual Fund Distributors
Member since Jun 15, 2018
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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"
About Work Experience
Great Experience
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
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
SANTOSH
Mahalakshmi Investments, 5 Asha Deep Complex,,
Nawathe Plot, Opp Hotel Rangoli Pearl,
Sai Nagar Amravati,
Amravati,
Maharashtra, 444607
LICENSE
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Mutual Fund -
ARN No.
118344 - Validity -
01-01-2025
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