Sameer Mungekar is a Mutual Fund Distributor based in Mumbai. He has been associated with the Mutual Funds industry since 2015.
He follows a client centric approach to financial planning starting with Risk profiling, a Financial Health Check up consisting of Goal Analysis, Networth Analysis and Cash Flow Analysis. the investment proposal, execution of the investment proposal followed by periodic reviews of your portfolio.
Sameer is a Commerce graduate from the University of Mumbai. He holds the following certifications from the National Institute of Securities Market:
NISM Series 5A and 5C Mutual Fund Distributors Certificate.
NISM Series 10A and 10B Investment Adviser Certificate.
NISM Series 15 Research Analyst Certificate
NISM Series 17 Retirement Adviser Certificate
IRDA Certificate for Insurance Advisors
He has also attended the MAHA RERA training program organised by Rustomjee Academy of Global Careers.
He is an avid reader of Financial Newspapers, Magazines and Reports which helps him to stay in touch with the Economy and Financial Markets.
He started Mungekar Realty in February 2025 with the aim of connecting cooperative societies in Mumbai with developers for redevelopment projects. Soon he ventured into the sale of plots and land parcels in the Mumbai Metropolitan Region. He actively engages in the sale & purchase of land and facilitates joint ventures for developers in the capacity of a broker.
Mungekar Wealth 