Yogesh Narwekar
FINNICS Financial Services
Mumbai
Education Level : Graduate
Licenses Held
- AMFI Mutual Fund Distribution
- IRDA Insurance Agency
- IRDAI Insurance Broker
Services Offered
- Comprehensive Financial Planning
- Retirement Planning
- Children's Education & Marriage
- Tax Saving & Planning
- Risk Management - Life & Health
- Basic Financial Planning
- House Purchase Planning
- Investment Management
- Wills & Succession Planning
- Financial Health Checkup & Streamlining
Experience Level : 5 Years
Certifications Held
- Qualified Personal Finance Professional (QPFP)
- Certified Financial Planner (CFP)
Products Offered
- Mutual Funds
- Life Insurance
- Health Insurance
- PMS & AIFs
- Home & Motor Insurance
- Loans
- Deposits & Bonds
Education Level : Graduate
Experience Level : 5 Years
Licenses Held
- AMFI Mutual Fund Distribution
- IRDA Insurance Agency
- IRDAI Insurance Broker
Certifications Held
- Qualified Personal Finance Professional (QPFP)
- Certified Financial Planner (CFP)
Services Offered
- Comprehensive Financial Planning
- Retirement Planning
- Children's Education & Marriage
- Tax Saving & Planning
- Risk Management - Life & Health
- Basic Financial Planning
- House Purchase Planning
- Investment Management
- Wills & Succession Planning
- Financial Health Checkup & Streamlining
Services Offered
- Mutual Funds
- Life Insurance
- Health Insurance
- PMS & AIFs
- Home & Motor Insurance
- Loans
- Deposits & Bonds