About Me
Rajesh Gadre, Nism Certified Investment Advisor,Investment Advisor.Business Established in 2009 driven By Passion.
Services Offered:
Investment Planning with Equity and Debt funds
Retirement Planning with Pension Plans and Hybrid funds
Tax planning to save taxes on Investments.
Online Life Insurance Term Plan
Health Insurance - Apollo, HDFC Ergo, Religare
Group Mediclaim Policy for Companies
Online Travel Insurance
About Work Experience
Investment Advisor with 10 years Experience.Started working with HDFC Life Insurance from 2009 -2014, Star Health Insurance and Mutual fund Agent in 2009.
Now working with General Insurance company United India and Standalone Health Insurance Company Apollo.Working with Prudent Corporate Advisors as Associate to
offer Online term plan, PA Insurance,Travel Insurance.
Experience & Qualification
Qualification
BCOM
Experience as an Advisor
10 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
General Insurance
Portfolio Management Schemes
Will Writing Services
Share Tips & Trading Tools