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Vinit Iyer | Prudeno Wealth Advisors Private Limited | Pune

Vinit Iyer

Prudeno Wealth Advisors Private Limited•Pune,MH
805 & 806, South Block, Sacred World, Wanowrie,
Pune, MH, 411028
805 & 806, South Block, Sacred World, Wanowrie, Pune, MH, 411028
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About

"šŸ“ˆ Passionate Personal Finance Advisor | šŸ¦ Helping Individuals Navigate the Indian Financial Landscape | šŸ’” Empowering Your Financial Journey šŸ‘‹ Hi there! I'm Vinit Iyer, your dedicated partner in achieving financial success. With 17+ years of experience in the intricate world of Indian finance, I'm here to demystify the complexities and guide you towards a secure financial future. šŸ’° Whether you're a young professional looking to make your money work smarter, a family aiming for financial stability, or a retiree seeking to optimize your savings, I provide tailored solutions to match your unique goals. šŸ“Š My approach blends personalized financial planning with a deep understanding of the Indian market nuances. From tax-efficient investment strategies to comprehensive retirement planning, I've got you covered. 🌐 Besides being a financial enthusiast, I'm also a CFP and CFA Charter holder, ensuring the highest standards of professionalism and expertise. Let's work together!

Practice at a glance

17
Years of Experience
300
Families Served
₹200
Crores Managed

Practice Details

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

Qualification Completed

CFA – Chartered Financial Analyst

CFP – Certified Financial Planner

CWM – Chartered Wealth Manager

Licenses Held

SEBI Registered Investment Adviser

Education

Formal Education

BA – Bachelor of Arts

Industry Education

NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2

Can help you to

Plan Complete Finances
Organize Financials
Invest for Goals
Plan Retirement
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Global Investing
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Vinit Iyer.

30 Minute Q&A — Ask Me Anything
Mutual Fund Portfolio Review
Retirement Readiness Check