About
Practice at a glance
1
Years of Experience
5
Families Served
₹0.45
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1
Can help you to
Plan Complete Finances
Organize Financials
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Vinit Pednekar.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Mutual Fund Portfolio Review