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.