Deepa Naik Email & Phone Number

I work in the area of Personal Financial Management. My aim is to help people with options in insurance (to protect their hard-earned money) and investments (to grow their money) so they can achieve their financial goals. Having worked with more than 200 clients to date, I believe in providing a human perspective, and encouraging my clients towards strategizing their investments and planning their financials.I believe that everyone has the potential to be successful, and work hard to help my clients reach their goals. Recognized for my analytical and pragmatic approach, with focus on ethical and efficient financial advisory is an achievement that have received early in my career.Our mutual fund distribution firm, Saavi Financial Services, guide clients on how to achieve their financial goals using equity, debt, and alternative investments. We have a deep understanding of the market and use our knowledge and research capacity to ensure clients benefit. We believe in providing a personalized service and take the time to research each individual client's needs.Our services are listed below:## Mutual Funds Distribution## NPS## DEMAT Account Registration## Health Insurance Agent## Term Insurance Agent## Insurance Claims Settlement## All types of Loans ## Loans Against Mutual Funds## Financial Goal Planning## Child Future Education Planning## Retirement PlanningWe also conduct multiple sessions through various mediums for our clients to improve their financial knowledge through multiple initiatives.Our head office is in Thane, Maharashtra. If you need help in managing finances, contact us on deepavnaik@gmail.com.

• Chief Executive

  Saavi Financial Services

  Nov 2020 - Present

  Financial Goal PlanningFinancial FreedomMutual Funds AdvisorMutual Funds DistributionHealth InsuranceTerm InsuranceLoans

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  Omkar Cambridge International School - India

  Accounts