Our-Team – Nw Finassets

Neeraj Wagh

CFP^CM, AT (ICAI)
CEO

Neeraj Wagh is a qualified Accounting Technician from the Institute Of Chartered Accountants Of India and also a Certified Financial Planner^CM from the Financial Planning Standards Boards Of India. He has more than 20 years of experience in Wealth Management as well as financial planning.

Shefali Wagh

MSC (Mathematics)

Shefali Wagh is an AMFI Certified mutual fund distributor. She is also a Post Graduate in Science (Mathematics). She has experience of 10yrs .

Amit Mamulkar

M. COM.

Amit Mamukar is a qualified M.Com. He has more than 8 years experience.

Pratiksha Yeskar

B.com , MBA

Pratiksha Yeskar is a qualified B.com and MBA in Finance & marketing . She has 5 year experience.

Sarika Ninave

B.com , M.com

Sarika Ninave is a B.com and M.com

Neha Thakur

B.com , MBA

Neha Thakur is a B.com and MBA in finance

Scheme Type	Trail commission (% p.a)
	Trail-1st Year Onwards
Liquid/Ultra Short Term Schemes	0.05% – 0.1%
Low duration /Short Term Income Funds	0.15% – 0.80%
Corporate bonds/ banking & PSU / credit risk	0.35% – 0.80%
Gilt Funds / long duration	0.35% – 0.80%
Hybrid Debt/Monthly Income Plans	0.5% – 1.0%
Arbitrage Funds	0.15% – 0.5%
Fund of Funds	0.25% – 0.50%
ELSS	0.5% – 1.6%
Index Funds	0.1% – 0.6%
Equity/ Hybrid Equity/ Balance Funds	0.5% – 1.60%