Varun Bansal
VINAYAK Investments•Surat
502-503, J. K. Tower, Near Sub Jail, Ring Road, Surat-395002. ,
Surat, 395002
502-503, J. K. Tower, Near Sub Jail, Ring Road, Surat-395002. , Surat, 395002
About
Practice at a glance
20
Years of Experience
300
Families Served
₹40
Crores Managed
Practice Details
Min Monthly Investment:₹1,000
Min Lumpsum Investment:₹30,000
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, Business & SME Owners, HNI Families, Government Staff
Language Spoken:Hindi, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
CFP – Certified Financial Planner
NISM PG Programs
PGDM (Finance / Investments)
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-57896
IRDAI Licensed Insurance Agent (Life)
1
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
Invest for Goals
Plan Retirement
Build Wealth
Financial Freedom
Buy Right Insurance
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Loan Against Securities
PMS
SIF
AIF
Complimentary Services
Get any of the free services to experience working with Varun.
Financial Goals Analysis
Insurance Portfolio Review
Mutual Fund Portfolio Review
Risk Profile Assessment
Financial Wellbeing Workshop
Tax-Saving Review