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Ashwin  Sorte

Ashwin Sorte

advisor
Verified Advisor

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.

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Company

Vittasampada Investment Services QPFP®, CFGP

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Experience

6 years

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License

Individual Agent

Products

Term Life Insurance
Health Insurance
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Dedicated Claims Team

Get expert help to ensure 100% worry free process during your claims journey.

Languages Spoken

lang English
lang Hindi
lang Marathi

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