Vidya Popat
Value Fincare•Thane,MH
A/704 Serenity Chs, Poonam Garden, Mira Bhayandar Road, Mira Road East,
Thane, MH, 401107
A/704 Serenity Chs, Poonam Garden, Mira Bhayandar Road, Mira Road East, Thane, MH, 401107
Practice at a glance
10
Years of Experience
50
Families Served
₹4.75
Crores Managed
Practice Details
Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Women Investors, Salaried Executives, Founders & Entrepreneurs
Language Spoken:Hindi, Marathi, Gujarati, English
Qualification Completed
CFP – Certified Financial Planner
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
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
Children’s Goals
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Can help you buy / invest in
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Vidya Popat.
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check