Amol Shetke is Chartered Wealth Manager (CWM) and AMFI registered Mutual Fund Distributor.

He has experience of Investing in Mutual Funds since 2007 and been in the field of Financial Services since 2020, Offering wide range of products like Mutual Funds, Insurance, NPS and Demat account.

Amol manages Over 100+ clients across country and globally, which include Individuals, HNI and NRI.

Services are provided to client after consultations and understanding the RISK PROFILE, current needs, tax outgo and long term goals.

Bespoke Investment strategies are discussed and implemented.

Portfolios are reviewed every 6 months and discussed with client and necessary realignment done to meet the long term goal.