Prashant Kothawade - Portfolio Management Schemes Advisor in Pashan, Pune

Prashant Kothawade - Portfolio Management Schemes Distributors

Member since Jul 30, 2018

9890676717

pkothavade@gmail.com

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About Me

Services offered by Kuberakshi Finance: - Goal based Financial Planning - Mutual Funds - Portfolio Management Services (For Aggressive and HNI Clients) - Term Insurance - Health Insurance - Car Insurance - Travel Insurance Financial discipline is key to generation of wealth. Over the period, Mutual Funds have generated a lot of wealth for investors. Kuberakshi Finance would like to guide you in your financial journey and make sure that you invest right amount in right funds to acheive your desired financial goals. That said, Health Insurance and Term Insurance form the base of your Wealth Pyramid and every individual MUST have adequate insurance cover before they start investing. Considering fast rising medical inflation, any unforeseen health challenge can erode your investment and can make you poor.To mitigate this risk, you MUST HAVE adequate Health Insurance so that you proactively prepare yourself for unforeseen health related challenges. Considering the unpredictability of your life, your family needs financial support in case of your untimely death. That is the reason, Term Insurance is key to help your family maintain their lifestyle in case your death. Kuberakshi Finance helps you to provide right amount of cover for your Health as well as Life so that you enjoy peace of mind and build on creating long term wealth without disturbing your financial goals in case of any unforeseen challenge.

About Work Experience

I am an engineer by profession. I passed out from College of Engineering, Pune in 1999. Back in 2001, I entered IT Industry and worked in it for 17 years in various organizations. Being in Financial Technology sector for many years, I acquired great wealth of knowledge in Financial Domain and based on this knowledge, I started my own firm "Kuberakshi Finance" in 2017.

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