AMFI-Registered Mutual Fund Distributor
AMFI-Registered Mutual Fund Distributor
As the founder of Neo Economy and You Financial Services, Pvt.Ltd. I am proud to offer a comprehensive suite of financial solutions to individuals and families looking to build, grow, and protect their wealth. I have spent years helping individuals and families achieve their financial goals.I have 4 years experience in wealth Management in Axis Bank as a Relationship Manager.My educational and professional qualification is MBA, Certified Financial Planner (CFP)FPSB India, NISM Series VA - Mutual Funds Distributor.
My areas of expertiseOur clients have benefitted from my comprehensive understanding of the financial landscape and my ability to develop customized solutions that fit their unique needs.
If you are ready to take control of your financial future, I invite you to connect with me and learn more about the services we offer at Economy and You Financial Services. My approach is rooted in transparency, trust, and a commitment to providing personalized solutions that are tailored to your unique situation. Together, we can develop a plan that helps you achieve your goals and build lasting wealth.
Sagar Patil is a highly skilled Relationship Manager with over four years of industry experience, managing both Indian and global clients. With an M.Com and QFPF qualification, he possesses a deep expertise in financial services and client relationship management. Sagar is known for his ability to foster strong, long-term partnerships while delivering customized financial solutions. His commitment to client success and attention to detail have made him an invaluable asset in maintaining and enhancing key client relationships.
Siddhartha Sancheti is a skilled Relationship Manager at Neo Economy and You Financial Services Pvt. Ltd. Since May 2024. With an B. Com, CA Intermediate, NISM-V and currently pursuing an M.B.A in Finance, he provides expertise in financial services for clients' decisions around money matters, personal finances, and investments. Siddhartha is one of the most ethical and process oriented professional with extremely high integrity. His knowledge and his commitment are of the highest standards.
Amol Pawar is a highly skilled Relationship Manager in Insurance work experience over 10 years with Neo Economy and you Financial services pvt Ltd . Proven track record of building strong client relationships and delivering exceptional customer service.with an M.com, QPFP ( Qualified Personal Finance Professional ) Adept at identifying client needs, providing tailored insurance solutions. Comprehensive knowledge of various insurance products including Health Insurance, Life Insurance, Motor Insurance, property Insurance etc. Managed portfolio of over 1000 clients.
We have more than 14 years of experience in the Financial Services Sector. We offer technology based services for our clients to effectively monitor their portfolio and help them reach their financial goals. We are one solution for all insurance and investment needs.
Office No - 13, B - Wing, 4th
Floor, Dr Herekar Park, Near
Kamala Nehru Park, Bhandarkar Road,
Pune - 411004
