DATTAPRASAD BHIDE - Portfolio Management Schemes Advisor in Bibvewadi, Pune

DATTAPRASAD BHIDE - Portfolio Management Schemes Distributors

Member since Jan 25, 2020

About Me
Mechanical engineer with 30 years of work experience in engineering environment. 10 plus years of experience in developing & maintaining Quality System TS16949 / IATF 16949. Recently entered in area of personal finance & helping people to plan & achieve their goals.
About Work Experience
Joined Force Motors Ltd in 1989 as a Graduate Trainee Engineer. Worked in Tool Room in various areas like Conventional machining, CNC machining, Jigs & Fixtures Assembly, Press Tools Assembly, Tool maintenance, CNC Programming, Pattern Shop & Casting Procurement. Visited Germany / Italy for machine inspection & acceptance process. Visited China for inspection & verification of Tools offloaded for manufacturing. Team leader for selection / installation & commissioning of 7 nos of state of art CNC machines in Tool Room. Represented Tool Room as Management Representative for Quality Systems such as ISO 9001 , ISO 2000 , TS 16949 , IATF 16949 - for ten years.Before leaving the organisation was heading the machine shop & pattern shop in the capacity of Sr Div Manager & leading the work force of around 200 persons including workers , technicians, supervisors, engineers & managers. Now since 01-01-2020 entered the field of finance. Qualified NISM exam as Individual Mutual Fund Distributor. At present I am handling portfolio of 70 + satisfied investors. I am also handling Life Insurance Requirements & Fixed Deposit requirements of investors along with Mutual Funds. For this I am having tie up with ICICI Prudential Life Insurance , ICICI Home Finance & Shriram Transport & Finance Co. I am having tie up with Aditya Birla Money for providing service in opening & running Trading Account. Thus I can provide support for investing in stock market. I can provide help for Vehicle Insurance through Turtle Mint platform. Investors can get almost all services under one roof.
Experience & Qualification
Qualification
BE - MECHANICAL
Experience as an Advisor
30 Years
Total work Experience
3 Years
Services and Advisory Offered
  • Mutual Fund

  • Portfolio Management Schemes

  • IPOs, Bonds & NCDs

  • Financial Education Providers

  • Consumer Finance

Affiliations
  • Empaneled with almost all AMCs for MF investments.
  • Business Associate with Shriram Group
  • Business Associate with ICICI Prudential Life Ins.
  • Business Associate with ICICI Home Finance
  • Wife is Business Associate with A B Money
  • Daughter is associated with Turtle Mint
Awards & Recognition
    Not Specified
Address
DATTAPRASAD

S NO 678 , PLOT NO 6 , VISHWAJEET BUNGLOW,
SANT EKNATH CO-OPERATIVE HOUSING SOCIETY NO 2,
Bibvewadi,
Pune,
Maharashtra, 411037

LICENSE

  Mutual Fund - ARN No. 167765 - Validity - 14-11-2022

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