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vinaya shenoy | Plan2Prosper | Mumbai

vinaya shenoy

Plan2Prosperβ€’Mumbai,MH
436A, Avior Corporate Park, Mulund west,
Mumbai, MH, 400080
436A, Avior Corporate Park, Mulund west, Mumbai, MH, 400080
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About

With over 24 years of professional experience, I bring a diverse background spanning academia and corporate management. πŸ’Ό Corporate Experience (12+ years): Extensive expertise in Administration, HR, and Accounting, ensuring smooth business operations and organizational growth. πŸŽ“ Teaching Experience (12+ years): Passionate educator with a strong foundation in commerce and technology, mentoring students in business and finance-related subjects. πŸ“š Educational Qualifications: M.Com. – Master of Commerce MCA – Master of Computer Applications Qualified Personal Finance Professional NISM Certified πŸ’‘ I am deeply interested in financial education and personal finance, empowering individuals to make informed money decisions through structured learning and practical guidance.

Practice at a glance

3
Years of Experience
130
Families Served
β‚Ή100
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings: --
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:Hindi, Marathi, Kannada

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

BCom – Bachelor of Commerce, Post Graduate Degree (Any Field), Post Graduate Degree (Any Field)

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XIII: Common Derivatives Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2, NISM XXI-A – Portfolio Management Services Distributors

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds