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Tushar Paturde Meta Investment
Mutual Funds - Bonds - NPS - Insurance - PMS - SIF - AIF

Certifications


NISM-Series-XIII: Common Derivatives Certification Examination
FPSB® Integrated Financial Planning (CFP Level 4)
FPSB® Risk and Estate Planning Specialist (CFP Level 3)
FPSB® Retirement and Tax Specialist (CFP Level 2)
FPSB® Investment Planning Specialist (CFP Level 1)
Award in International Wealth Management
Excel for MF Business Program
Certified Financial Goal Planner - Advanced Level
Financial Planning and Estate Planning
NISM-Series-XVII - Retirement Adviser Certification
NISM-Series-V-A - Mutual Fund Distributors Certification
NISM-Series-XXI-A - Portfolio Management Services (PMS) Distributors
PGCPF, IIM Indore

About


After a rewarding 20-year career in IT, I followed my passion for finance to become a certified Mutual Fund Distributor. I believe financial planning should be as logical and structured as writing code, which is the core of my advisory philosophy. I am a CFP Level 4 and hold multiple NISM certifications, including for Mutual Funds, Retirement Advice, and PMS. This rigorous training, combined with my analytical IT background, allows me to cut through the noise and create clear, data-informed investment strategies. I specialize in transforming complex financial goals—be it retirement, wealth creation, or estate planning—into a disciplined, actionable mutual fund portfolio. My goal is to be your trusted companion, providing transparent and personalized guidance for your financial journey.

Contact Me