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Vandana Tikmany | undefined | undefinedVandana Tikmany | undefined | undefined

Vandana Tikmany

About

I am a Certified Financial Planner and a Qualified Personal Finance Professional, with an experience of more than 17 years in the industry. I provide a 360 degree compass for the clients' comprehensive financial needs covering every aspect of financial planning including investment, tax planning, wealth management, risk management, cash flow management, retirement planning & estate planning .I not only guide in planning but also help in implementing and reviewing periodically with the help of a goal oriented approach. My aim is to help families achieve financial wellbeing ensuring they accomplish all their financial life needs, goals and dreams. I want them to have zero stress around money related issues and help them live their Happiest Financial Life. I believe this would be my little way of making a positive contribution to this world.

Practice at a glance

17
Years of Experience
60
Families Served
₹85
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings: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 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

Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Vandana Tikmany.

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