Logo
Logo
Logo
Search By Categories
By Needs
  • Loading...
By Products
  • Loading...
By Specializations
  • Coming soon
Professionals Get ListedDownload Free Guidebook
Get Financial Wellbeing Check-Up
Logo
Logo
VINAY KANTILAL DAVE | Dave's Investments And Services | Navi mumbaiVINAY KANTILAL DAVE | Dave's Investments And Services | Navi mumbai

VINAY KANTILAL DAVE

Dave's Investments And Services•Navi mumbai,MH
Office No. 6, First Floor, Crystal Plaza, Hiranandani Complex, Sector 7, Kharghar, ,
Navi mumbai, MH, 410210
Office No. 6, First Floor, Crystal Plaza, Hiranandani Complex, Sector 7, Kharghar, , Navi mumbai, MH, 410210
View LinkedinView Website
LinkedIn
About

As a Qualified Personal Finance Professional (QPFP) with over 22+ years of experience, I have helped 290 families manage assets worth crores. My expertise includes financial planning, goal-based investments, retirement strategies, risk management, tax and estate planning, and mutual fund advisory. At Dave's Investments and Services, I focus on transparency, integrity, and client-first solutions to help individuals achieve their financial goals and secure their future.

Practice at a glance

22
Years of Experience
290
Families Served
₹120
Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Salaried Executives
Language Spoken:Hindi

Qualification Completed

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

BSc – Bachelor of Science

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1

Can help you to

Plan Retirement
Save Taxes

Can help you buy / invest in

Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Stocks & Equity

Complimentary Services

Get any of the free services to experience working with VINAY KANTILAL DAVE.

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
Stocks Portfolio Review
Retirement Readiness Check