Vimal Mody | Krishna Finzplan LLP

About

I'm a Certified Financial Planner based in Mumbai, specialising in goal based financial planning. Guiding clients on their journey towards financial freedom.

Practice at a glance

5

Years of Experience

100

Families Served

₹145

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

SEBI Registered Investment Adviser

Education

Formal Education

BE – Bachelor of Engineering, BE – Bachelor of Engineering

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

Health Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Vimal Mody.

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