Nilesh Vadnere | Nabha Financial Services

About

As a Qualified Personal Finance Professional (QPFP), I specialize in helping individuals create personalized financial plans tailored to their unique goals and circumstances. With expertise in cash flow management, retirement planning, and debt reduction, I provide practical solutions that lead to long-term financial stability. Let’s work together to align your finances with your dreams.

Practice at a glance

4

Years of Experience

20

Families Served

₹0

Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more

Min Lumpsum Investment:₹5,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, NRI / OCI, Women Investors, Salaried Executives

Language Spoken:Hindi, Marathi, English

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

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

Build Wealth

Financial Freedom

Buy Right Insurance

Create Emergency Fund

Can help you buy / invest in

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Nilesh Vadnere.

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

Retirement Readiness Check