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Dipesh Wadhel | Dipesh Wadhel | MumbaiDipesh Wadhel | Dipesh Wadhel | Mumbai

Dipesh Wadhel

Dipesh Wadhel•Mumbai,MH
F-59,Sai Krupa mall, L.T road , Dahisar West , Mumbai,
Mumbai, MH, 400068
F-59,Sai Krupa mall, L.T road , Dahisar West , Mumbai, Mumbai, MH, 400068
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About

As a financial planner and stock broker, I have a passion for helping my clients achieve their financial goals and build a secure future for themselves and their families. With 15years of experience in the financial industry, I have developed a deep understanding of the complex and ever-changing world of finance. My approach to financial planning is centered around creating a customized strategy that meets the unique needs and goals of each client. I believe that every client deserves personalized attention and a plan that is tailored to their specific circumstances. In addition to financial planning, I also specialize in helping clients navigate the stock market and make informed investment decisions. I stay up-to-date on the latest market trends and news and work closely with each client to develop an investment strategy that aligns with their risk tolerance and long-term goals. My ultimate goal is to help my clients achieve financial security and peace of mind.

Practice at a glance

20
Years of Experience
150
Families Served
₹27
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings: --
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Dipesh Wadhel.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check