Vidyadhar Lagad

Lagad Financial Services Private Ltd•Nashik,MH

3, Raghukul Apartment,, O,

Nashik, MH, 422005

3, Raghukul Apartment,, O, Nashik, MH, 422005

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About

 PROFESSIONAL QUALIFICATION • INSURANCE, CIS INDIA, MDRT USA, CII UK. • Chartered Insurance Institute UK As registered • Attended CFP India, certification of financial • planning course • Certified Mutual Fund Advisor. (AMFI) India • Certificate of Insurance Salesmanship (CIS) • Insurance Institute of India  AWARD-WINNING PERFORMANCE • Numerous accolades for excellence in the insurance sector from company like TATA AIG, Aditya Birla, Star Health, LIC of India and Prudent.  SPECIALISED IN GOAL BASED FINANCIAL PLANNING • Retirement Planning • Children Education Planning • Business Protection • Wealth Creation • Estate Planning  INVESTOR EDUCATION INITIATIVE • More than 50 Investor Awareness Program • More Than 100 Financial Planning Guidance session for various institutes • Health Insurance Awareness Sessions  INTERNATIONAL EXPOSURE • Participated in conferences in the USA, Canada, and Singapore, staying updated on global insurance trends.

Practice at a glance

Years of Experience

500

Families Served

₹200

Crores Managed

Practice Details

Min Monthly Investment:₹50,000 & more

Min Lumpsum Investment:₹25,00,000 & more

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Senior Management, NRI / OCI

Language Spoken:English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN32892

SEBI Registered Portfolio Manager

ARN 32892

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination

Can help you to

Plan Complete Finances

Children’s Goals

Invest for Goals

Plan Retirement

Build Wealth

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

PMS

AIF

Gift City

Complimentary Services

Get any of the free services to experience working with Vidyadhar Lagad.

30 Minute Q&A — Ask Me Anything

Insurance Portfolio Review

Mutual Fund Portfolio Review

Financial Wellbeing Workshop