Kalyani Maheshwari
StepUp Investments
Mumbai
Education Level : https://www.linkedin.com/in/kalyani-maheshwari-5503741b
Licenses Held
- AMFI Mutual Fund Distribution
Services Offered
- Comprehensive Financial Consultancy
- Retirement Consultancy
- Children's Education Consultancy
- Tax Planning Consultancy
- Risk Management Consultancy
- Basic Financial Consultancy
- House Purchase Consultancy
- Investment Management Consultancy
- Wills & Succession Consultancy
- Financial Health Checkup & Streamlining
Experience Level : 10
Certifications Held
- Qualified Personal Finance Professional (QPFP)
Education Level : https://www.linkedin.com/in/kalyani-maheshwari-5503741b
Experience Level : 10
Licenses Held
- AMFI Mutual Fund Distribution
Certifications Held
- Qualified Personal Finance Professional (QPFP)
Services Offered
- Comprehensive Financial Consultancy
- Retirement Consultancy
- Children's Education Consultancy
- Tax Planning Consultancy
- Risk Management Consultancy
- Basic Financial Consultancy
- House Purchase Consultancy
- Investment Management Consultancy
- Wills & Succession Consultancy
- Financial Health Checkup & Streamlining