Ashwin Sorte
About Advisor
Ashwin is a highly qualified and experienced professional in the realm of personal finance. Holding the prestigious titles of Qualified Personal Finance Professional (QPFP®) and Certified Financial Goal Planner (CFGP), Ashwin has further honed his skills through certifications in Investment Analysis & Portfolio Management, Financial Planning, and Behavioral Finance from NSE Academy. Distinguished with an expert badge as an Insurance Analyst from NSE Knowledge Hub, Ashwin's expertise is backed by a solid educational foundation as an Engineering Graduate. Ashwin's reach extends far beyond local boundaries, currently serving over 325 clients across 23 cities and 7 countries worldwide. Specializing in investment and insurance services, his meticulous guidance ensures that each client receives personalized and effective financial solutions.
Company
Vittasampada Investment Services QPFP®, CFGP
Experience
6 years
License
Individual Agent
Products
Dedicated Claims Team
Get expert help to ensure 100% worry free process during your claims journey.