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Hitesh Vasani | WiseMonk Investment | ValsadHitesh Vasani | WiseMonk Investment | Valsad

Hitesh Vasani

WiseMonk Investment•Valsad,GJ
506-507, Above TBZ, Vapi-Daman Road, Chala, Vapi ,
Valsad, GJ, 396191
506-507, Above TBZ, Vapi-Daman Road, Chala, Vapi , Valsad, GJ, 396191
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About

Money is the only thing that can work 24 hours a day, and can work for generations. So if you want to be rich, you don't only have to work for money, but rather, make money work for you. We, at WiseMonk Investment, specialize in Goal based financial planning approach, wherein we recommend investment instruments to our clients based on their risk appetite, liquidity needs, and time horizon. If you want to achieve your financial goals well within time frame, then get started as early as possible, and contact us to start your journey to financial freedom now.

Practice at a glance

23
Years of Experience
400
Families Served
₹200
Crores Managed

Practice Details

Min Monthly Investment:₹2,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Women Investors, Business & SME Owners, HNI Families, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs
Language Spoken:Hindi, Gujarati, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

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
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with Hitesh Vasani.

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