Swati Akde
Mutual Fund Distributor @Association Of Mutual Funds In India Amfi
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WORK HISTORY
Mutual Fund Distributor @Association Of Mutual Funds In India Amfi
EDUCATION
Bodhi School of Yoga
Yoga Teacher Training
Vasantrao Kale Homeopathic College and Hospital Latur
Bachelor's degree
ABOUT SWATI AKDE
As a certified Mutual Fund Distributor, I\'m passionate about helping individuals simplify their investment journey and build long-term wealth through goal-based financial planning.Currently, I’m actively assisting 160+ in growing and managing their portfolios with a ₹10+/ and counting. My approach is centered on clarity, consistency, and client education - so investors not only invest confidently but also understand the “why” behind their financial decisions. What I offer: SIP & Lumpsum Investment Planning Tax-saving Mutual Funds (ELSS) Portfolio Review & Rebalancing Retirement, Education & Wealth-Building Goal Planning Personalized Investment Strategy for Salaried Individuals, Families & First-time InvestorsIf you’re looking to start your investment journey or want a second opinion on your portfolio, I’d be happy to connect. Let’s make wealth creation simple and stress-free. DM me to get started on +91••••••••06.
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