Vineet Baheti,CFP,QPFP

WealthBeats Finserv LLP•Gautam Buddha Nagar

7th Floor,Plot A/8a,Knowledge Boulevard,Block A, Industrial Area ,Sector-62 Noida,

Gautam Buddha Nagar, 201301

7th Floor,Plot A/8a,Knowledge Boulevard,Block A, Industrial Area ,Sector-62 Noida, Gautam Buddha Nagar, 201301

View Linkedin View Website

About

Client-centric Personal Finance Professional with 15+ years of experience working with individuals, families, retirees, doctors, NRIs, professionals, and business owners. I help clients achieve financial clarity through structured financial planning, prudent risk management, and disciplined, goal-based investing focused on long-term wealth preservation and growth.

Practice at a glance

Years of Experience

150

Families Served

₹125

Crores Managed

Practice Details

Min Monthly Investment:₹5,000

Min Lumpsum Investment:₹50,000

Nature of earnings:Hybrid (Comissions + Fees)

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

Specialises working with:Young Professionals, Senior Citizens / Retirees, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers)

Language Spoken:Hindi

Qualification Completed

CFP – Certified Financial Planner

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

315265

APMI Registered PMS Distributor

APRN04173

SIF Distributor (AMFI)

315265

Education

Formal Education

BTech – Bachelor of Technology, MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM V-A – Mutual Fund Distributors Certification, NISM XIII: Common Derivatives Certification, NISM XXI-A – Portfolio Management Services Distributors

Can help you to

Plan Complete Finances

Children’s Goals

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Home Loans

Loan Against Securities

PMS

SIF

AIF

Gift City

Complimentary Services

Get any of the free services to experience working with Vineet .

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

Financial Wellbeing Workshop

Tax-Saving Review