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Vinod Fogla | My Wealth | JaipurVinod Fogla | My Wealth | Jaipur

Vinod Fogla

My Wealth•Jaipur,RJ
B-9 SIDDHI VINAYAK COMPLEX, NEAR SANJEEVANI HOSPITAL, METRO PILLAR NO-92/93, NEW SANGANER ROAD JAIPUR,
Jaipur, RJ, 302019
B-9 SIDDHI VINAYAK COMPLEX, NEAR SANJEEVANI HOSPITAL, METRO PILLAR NO-92/93, NEW SANGANER ROAD JAIPUR, Jaipur, RJ, 302019
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About

Vinod Fogla, the visionary founder of My Wealth and a Certified Financial Planner with a passion for empowering individuals across India to achieve financial success. With a robust knowledge of personal finance, Vinod is a sought-after expert, regularly featured on the esteemed PATRIKA TV LIVE channel as well as contributing insightful columns on personal finance to Rajasthan Patrika and News First newspapers. Equipped with prestigious qualifications including CFP, MBA (Finance), and certifications like NISM VI-A and CDSL, Vinod brings a wealth of expertise to the table. He is not only an avid reader but also a savvy investor, constantly seeking new opportunities to optimize portfolios and drive financial growth for his clients. With a diverse portfolio spanning over 1000 families nationwide, Vinod has amassed over 500 hours of experience conducting Investor Awareness Programs, empowering individuals with the knowledge and tools they need to make informed financial decisions.

Practice at a glance

18
Years of Experience
1000
Families Served
₹90
Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹5,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Senior Citizens / Retirees, Salaried Executives
Language Spoken:Hindi

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Organize Financials

Can help you buy / invest in

Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Vinod Fogla.

30 Minute Q&A — Ask Me Anything
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review