Sneha Vasudeo | Independent Financial Advisor

About

Hi, I'm Sneha! Your CERTIFIED FINANCIAL PLANNER from FPSB Board, USA and yes I'm SEBI registered. I help my clients grow their investments and create wealth by leveraging the power of my knowledge and expertise. If you are looking forward to becoming FINANCIALLY FREE then you can have a small personal meeting with me, Right Now!! https://snehavasudeo.exlyapp.com/1abd63af-0fed-4661-9bfd-aef28ecae549

Practice at a glance

4

Years of Experience

0

Families Served

₹0

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

SEBI Registered Research Analyst

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

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Sneha Vasudeo.

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

Stocks Portfolio Review

Retirement Readiness Check