Khasnis The Wealth Managers

Khasnis The Wealth Managers

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Description

Khasnis-The Wealth Managers Is a Leading Financial Advisory Group And Caters To Financial Planning & Investment Advisory Business. Over The Years, We Have Established Our Self As An Independent And Multi Solution Provider Of Various Financial Services Like Comprehensive Financial Planning, Mutual Funds, Fixed Deposits, Life/Health Insurance Planning, Tax Consultancy, Risk Management, Wealth Creation, Individual & Group Portfolio Management, Loans, Government Bonds Etc. Over The Years We Have Achieved A Client Base Of More than 2500 From All Over India & Abroad. Team Khasnis- The Wealth Managers Consists Of A Very Dedicated And On The Toes Sales Team As Well As A Fully Equipped Back end Team To Take Care Of Our Clients Queries.

Mr. Milind Khasnis: Mr. Milind Khasnis, a Professional Financial Planner & Investment Advisor founded KHASNIS INSURANCE & INVESTMENT SERVICES (currently known as Khasnis The Wealth Managers Pvt Ltd). He was honored with MDRT for three consecutive years. He completed his Insurance Professional Degree Of LUTCF from The American College of Insurance. He was the First MDRT from central India for private life insurance company ICICI Prudential Life Insurance. He has vast knowedge of financial planning & investment avenues. Attended many recognised traning’s all over India & abroad on financial planning & investment advisory.

Services

  • Financial Planning
  • Monthly Income Plan
  • Wealth Management
  • Insurance Planning
  • Retirement Planning
  • Estate Planning
  • NRI Services