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Vinit Iyer | Prudeno Wealth Advisors Private Limited | PuneVinit 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, 411040
805 & 806, South Block, Sacred World, Wanowrie, Pune, MH, 411040
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About

Passionate Personal Finance Advisor | Helping Individuals Navigate the Indian Financial Landscape | Empowering Your Financial Journey I'm Vinit Iyer, your dedicated partner in achieving financial success. With 20+ 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. 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. 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

20
Years of Experience
440
Families Served
₹450
Crores Managed

Practice Details

Min Monthly Investment:₹75,000 & more
Min Lumpsum Investment:₹25,00,000 & more
Nature of earnings:Fees
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Senior Management, NRI / OCI, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs
Language Spoken:Hindi, Marathi, English

Qualification Completed

CFP – Certified Financial Planner

CFA – Chartered Financial Analyst

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
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
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
PMS
SIF
AIF
Gift City

Complimentary Services

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

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
Stocks Portfolio Review
Retirement Readiness Check
Risk Profile Assessment
Financial Wellbeing Workshop
Loan & EMI Review