DILIPKUMAR S VAYEDA
Excellent Financial & Taxation Services Pvt. Ltd.•Bharuch
609, GOLDEN SQUARE, NX DMART,
Bharuch, 392001
609, GOLDEN SQUARE, NX DMART, Bharuch, 392001
Practice at a glance
37
Years of Experience
1000
Families Served
₹400
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:
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
Save Taxes
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with DILIPKUMAR.
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