Tushar Paturde
Investment and Insurance Comapnion @Meta Investment
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WORK HISTORY
Investment and Insurance Comapnion @Meta Investment
Pune, IN
We at Meta Investment work with you to help you achieve your financial goals. We analyze your current investments and sources of income and build a comprehensive financial plan for you.
EDUCATION
SSL Academy
Financial Planning and Estate Planning, Financial Planning and Services
Indian Institute of Management, Indore
PGCPF, Finance, General
FPSB India
Investment Planning Specialist (CFP Level 1)
Amravati University
Bachelor's Degree, Electrical (Electronics & Power)
Centre for Development of Advanced Computing (C-DAC)
Diploma in Advanced Computing, Computer
SKILLS
ABOUT TUSHAR PATURDE
After a rewarding 20-year career in IT, I transitioned my passion for finance into becoming a certified Mutual Fund Distributor. I approach financial planning with a disciplined and analytical mindset, ensuring every strategy is grounded in clarity and precision.As a CFP Level 4 certified professional with multiple NISM certifications in Mutual Funds, Retirement Advice, and Portfolio Management Services (PMS), I combine rigorous financial training with analytical expertise to cut through market noise and deliver data-driven investment solutions.I am also among fewer than distributors in India qualified to distribute Specialized Investment Funds (SIF), enabling me to offer exclusive access to alternative investment opportunities beyond traditional mutual funds.My expertise spans comprehensive tax planning, alternative investments, and disciplined wealth building. I specialize in developing tailored mutual fund portfolios that address clients’ long-term financial goals, such as retirement planning, wealth creation, and estate management.Committed to transparency and personalized service, I aim to be a trusted partner who empowers clients with clear, actionable insights and innovative strategies designed to maximize investment outcomes while optimizing tax efficiency.
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