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Amit Mitbawkar

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

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what people are saying


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

Trustworthy & Reliable

Amit is detail- oriented, trustworthy and reliable for sensitive area of finances. genuinely helps his clients for decision making with right advice.

Trupti Rele - Business Development Manager

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

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

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

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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