Bipeen Madkaiker, CFP
SubiWealth Ventures Pvt Ltd•Goa,GA
A-127, HERITAGE PRINCESS, KHADPABANDH, PONDA GOA,
Goa, GA, 403401
A-127, HERITAGE PRINCESS, KHADPABANDH, PONDA GOA, Goa, GA, 403401
About
Practice at a glance
8
Years of Experience
450
Families Served
₹30
Crores Managed
Practice Details
Min Monthly Investment:₹20,000 & more
Min Lumpsum Investment:₹10,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, Armed Forces
Language Spoken:Hindi, Marathi
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BE – Bachelor of Engineering
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1
Can help you to
Plan Complete Finances
Children’s Goals
Buy a Home
Plan Retirement
Financial Freedom
Can help you buy / invest in
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Bipeen Madkaiker, CFP.
Financial Goals Analysis
Financial Health Check-up
Mutual Fund Portfolio Review
Retirement Readiness Check