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Vineet Baheti,CFP,QPFP | WealthBeats Finserv LLP | Gautam Buddha NagarVineet Baheti,CFP,QPFP | WealthBeats Finserv LLP | Gautam Buddha Nagar

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
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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

15
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