Vikram Kini

KiniFinserve•Navi mumbai,MH

A9, 403 , Millennium Towers , sec 9, sanpada ,navi mumbai,

Navi mumbai, MH, 400705

A9, 403 , Millennium Towers , sec 9, sanpada ,navi mumbai, Navi mumbai, MH, 400705

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About

After a successful corporate career of over 20 years working in Financial Services with e JP Morgan & Citi Bank. I Setup KiniFinserve in 2024, to help Individuals & families simplify personal finance and create wealth with purpose (Life goals). We work closely with Families to help them identify, prioritize & achieve life Goals like child education, Financial Freedom, Home Purchase. Take 360 degree view of their finances(Income, Expense, Assets & Loans) & provide personalized investment solutions .We hand-hold through your life journey as both life situation & aspiration can change.

Practice at a glance

Years of Experience

Families Served

₹2

Crores Managed

Practice Details

Min Monthly Investment:₹15,000 & more

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Salaried Executives, Government Staff

Language Spoken:Hindi, English

Qualification Completed

CFP – Certified Financial Planner

QPFP – Qualified Personal Finance Professional

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

Plan Retirement

Save Taxes

Build Wealth

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 Vikram Kini.

30 Minute Q&A — Ask Me Anything

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Retirement Readiness Check