Vilas Bambale

Bajaj Capital Ltd•Pune,MH

OFFICE NO.08,THIRD FLOOR,SUYASH PLAZA,NEAR KAMALA NEHRU PARK OPP-YES BANK,BHANDARKAR ROAD,

Pune, MH, 411004

OFFICE NO.08,THIRD FLOOR,SUYASH PLAZA,NEAR KAMALA NEHRU PARK OPP-YES BANK,BHANDARKAR ROAD, Pune, MH, 411004

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About

Wealth Manager | Bajaj Capital Ltd CFP Level 4 Candidate | 12+ Years in Financial Services About Bajaj Capital Ltd Empowering Financial Freedom Since 1964 With over six decades of excellence, Bajaj Capital Ltd is a trusted name in India’s financial advisory landscape. Our commitment is to empower investors through unbiased advice, comprehensive financial planning, and personalized service. We offer a wide spectrum of services, including: Investment Solutions: Mutual Funds, Fixed Income, Bonds, Portfolio Management Services (PMS), and Alternative Investment Funds (AIFs) Insurance Advisory: Health, Life, Term, and General Insurance solutions for individuals and businesses Comprehensive Financial Planning: Tailored strategies for Retirement, Child Education, Wealth Accumulation, and Tax Efficiency Portfolio Review & Rebalancing: Ongoing advisory to align portfolios with evolving market conditions and client objectives

Practice at a glance

Years of Experience

Families Served

₹32

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹1,00,000 & more

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers)

Language Spoken:Hindi, Marathi, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

PFRDA Registered Retirement Adviser

SEBI Registered Research Analyst

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

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Vilas Bambale.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review

Retirement Readiness Check