Vaidhyanathan Soundararajan | Bharadhwaj Investsmart

About

As a PFP or Personal Finance Professional, I am Lucky to pursue my passion as a profession which is mentoring retail investors to help them with their finances and achieve their goals. This involves helping them envision, crystallize and then achieve their goals. Wealth preservation and wealth creation are natural corollaries on which I love to work

Practice at a glance

19

Years of Experience

150

Families Served

₹100

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

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 Retirement

Make a Will / Trust

Can help you buy / invest in

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Vaidhyanathan.

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