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TULIP WEALTH - General Insurance Advisor in Kolhapur City, Kolhapur

TULIP WEALTH - General Insurance Agents

Member since Oct 10, 2018

 9930512426
 rakeshkulkarni1988@gmail.com
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About Me
Experienced finance professional with over a decade in the wealth management industry. Currently serving as Director at RKAK Tulip Wealth Pvt. Ltd., helping families plan, grow, and preserve their wealth. Proficient in portfolio management, investment advisory, and building long-term client relationships with a focus on achieving financial goals.
About Work Experience
1. Founder, Director & CEO - RKAK Tulip Wealth Pvt. Ltd. Kolhapur (2014 – Present) Currently Leading a private wealth management firm with over Rs. 100 Cr Assets Under Management (AUM) Offering comprehensive financial planning and portfolio advisory to clients Developing strategies for long-term financial growth and wealth preservation. 2. Financial Planner - Ffreedom Financial Planners (2013 - 14) Advised clients on investments, insurance, and tax-saving strategies, Assisted in preparing financial plans tailored to individual needs 3. Private Client Group Advisor - Motilal Oswal (2012 - 13) Managed high-net-worth client portfolios under the Private Client Group (PCG) Provided equity and mutual fund investment advisory services
Experience & Qualification
Qualification
MBA FINANCE
Experience as an Advisor
14 Years
Total work Experience
10 Years
Services and Advisory Offered

  • Mutual Fund

  • Life Insurance

  • General Insurance

  • Tax Consultancy

  • Online Tax Return Filing

  • Share Trading & Demat

  • Portfolio Management Schemes

  • Gold Saving Plans

  • Will Writing Services

Affiliations
  • All Mutual Funds, All PMS Companies
Awards & Recognition

  • NISM MUTUAL FUND,EQUITY,IRDA- INSURANCE

Address
TULIP WEALTH

plot no 13 suryavanshi colony A,
saneguruji vasahat kolhapur,
Kolhapur City,
Kolhapur,
Maharashtra, 416012

LICENSE

  Mutual Fund - ARN No. 289794 - Validity - 24-10-2028

  Life Insurance - IRDA No. 00841119 - Validity - 24-10-2034

  General Insurance - IRDA No. 00841119 - Validity - 24-10-2028

  Share Trading & Demat - 001498 - Validity - 31-12-2050

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