About Me
I take this opportunity to introduce my self as a Investment Strategist, Accurate diagnosis of needs on the basis of personalized counseling are our unique strengths, which are of special significance for you.
Since 2000 and even today, I am getting my self more trained and educated, so that I can offer most suitable Investments Services to my precious clients, because of this profession, I am associated with more than 400 families. who trust me and taken my services.
Read MoreOur Core Services
INVESTMENT PORTFOLIO
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
TAX FUNDAMENTALS
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
INSURANCE PORTFOLIO
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
MUTUAL FUND
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature
WEALTH MANAGEMENT
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
RETIREMENT-PLAN
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Financial Calculators
Secure your future through systematic investment
Select your goal and calculate how much you need to invest!
client's reviews
I have observed regarding Mr. Santosh Ghone that any products which he suggests regarding financial planning /need are always exactly match to the requirement. Even it gives more than the requirement. I really appreciate his Excellent Service always. Also I really appreciate his timely reminders about any premium dues and other things like collecting documents, providing product brochures and yes I never see him for any ignorance for anything.
I can really say a good person like Mr. Santosh is like candle he burn him selves up to give others light.
Amogh Kulkarni,
IT professional
Santosh Ghone is a dedicated person to his job, his wealth management exercise was an eye opener for me and because of it I could focus my attention to my goals in life. He suggests the investments according to the need of the investor. Regular review of investments with clients is really shows a commitment towards the creating clients wealth. He is very regular and punctual in his commitments, what an investor needs more than this?
Prof. Kaustubh Atre
Director Ambitions
Santosh Ghone of Jeevan Consultant’s has been a great source of encouragement, a good planner and perseverant advisor. The best part of it he is not too pushy like an average Insurance agent. He is punctual man with a smile always willing to help.
Dr. Anand Nadkarni
MS (Cardiovascular and Thoracic Surg)