Vinayak Panchal
VP FINANCIAL SERVICES•Navi mumbai,MH
C/3401, BHAGWATI ELEGANZA, SEC-11, GHANSOLI, NAVI MUMBAI ,
Navi mumbai, MH, 400701
C/3401, BHAGWATI ELEGANZA, SEC-11, GHANSOLI, NAVI MUMBAI , Navi mumbai, MH, 400701
About
Practice at a glance
15
Years of Experience
400
Families Served
₹45
Crores Managed
Practice Details
Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹50,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, NRI / OCI, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs
Language Spoken:Hindi, Marathi, English
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-49504
IRDAI Licensed Insurance Agent (General)
201097293870
IRDAI Licensed Insurance Agent (Life)
ICI01285718
APMI Registered PMS Distributor
APRN08286
SIF Distributor (AMFI)
SIF ARN-49504
Education
Formal Education
BCom – Bachelor of Commerce, Post Graduate Degree (Any Field)
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM VIII – Equity Derivatives Certification, NISM XIII: Common Derivatives Certification, 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
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Stocks & Equity
SIF
Gift City
Complimentary Services
Get any of the free services to experience working with Vinayak Panchal.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check