AmitMitbawkar

Hi, I'm Amit

I Can Help You Take Control Of Your Money, And Get It Working For You

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3 Ways To Get Your Money Working For You

Everyone has different needs, choose what suits you.

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Learn the basics of money, things that matter if you are starting out on the path to success.

Start Building Wealth

Learn About the safest And Time-tested methods of building wealth, without breaking the bank.

Create A Lifestyle Income

learn how to create an income through investing, that supports the lifestyle of your dreams.

what people are saying

His Approach is Consultative

I approached Amit for education planning for my son. Amit is very knowledgeable on the subject of wealth planning and cared about my needs.

In our discussions, I found that Amit does not offer off-the-shelf products to his clients. Instead, his approach is consultative and his solutions are tailor made for their needs. He has an impeccable record of excellence in business.

Asawari Bapat - Director

He Provides The Best Advice

I have know Amit since 2008 and he has been very helpful and always approachable for any guidance. He is dedicated and committed to his business and has thorough knowledge of financial planning.

He understands individual needs and provides best advice to everyone for financial planning.

Rajesh Gianchandani - Senior Manager

I Would Recommend Him Without Hesitation

I've got in touch with Amit several years back and have taken a number of insurances / policies through him.

Amit has in-depth knowledge of the market and knew exactly what I wanted and was looking for. I would recommend him without hesitation to anyone who's looking for valuable financial advice, whether it is about a savings plan, income protection or retirement planning.

Anke Docherty - Head of HR & Administration

Valuable Financial Advice

Amit has provided very valuable financial advice, He is good at understanding your unique needs and providing sound recommendations leveraging his deep experience and knowledge.

Yash Arya - Principal

Meets Me Regularly To Review My Plans

I have been Amit's client since 2012. He has helped my save for my daughter's college education and also protect my income. He meets me regularly to review the status of my plans as well as my financial situation.

I would have struggled to achieve that goal was it not for his planning and professional approach. If you are a caring parent who wants to secure your child's future, you should contact Amit asap.

Milind Dande - Project Manager

Amit Mitbawkar's Blog

What's working now...

Factors To Consider Before Investing

There are several factors you have to consider before investing any of your hard-earned money. These 10 factors are: Emergency[...]

Understanding Investment Risk

When you invest, there are only three main concerns: Safety - How ‘Safe’ is your money? Access - What ‘Access’[...]

Securities Vs Traditional Investments

1. Securities The main types of securities are: Cash in the bank. Fixed Deposits Government and Corporate Bonds Structured Notes[...]

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