Vipul Khandelwal

Money Compound•Gautam Buddha Nagar

C- 107, Tower C, First Floor, Noida one,,

Gautam Buddha Nagar, 201309

C- 107, Tower C, First Floor, Noida one,, Gautam Buddha Nagar, 201309

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About

I am Vipul Khandelwal, a qualified CA, CS, and CFP, having over 18 years of experience in Finance and Investments. I have worked with leading multinational companies including Vedanta, Essar, and Lava Group across Treasury, Banking, Investment, and Financial Reporting roles. In 2018, We founded Money Compound with a mission to offer holistic, transparent, and goal-based financial solutions. Today, we manage an AUM of ₹170+ crore, helping clients build long-term wealth with trust and expertise. Our company Money Compound deals in Mutual Funds, Stock Market, Insurances, Loans, Unlisted Shares, Bonds, Aalternative Investments, PMS/AIF etc.

Practice at a glance

Years of Experience

1000

Families Served

₹170

Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more

Min Lumpsum Investment:₹10,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs

Language Spoken:Hindi, English

Qualification Completed

CA – Chartered Accountant

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN - 140318

IRDAI Licensed Insurance Agent (General)

HCG200449037002

IRDAI Licensed Insurance Agent (Life)

HDF00854133

PFRDA Registered Retirement Adviser

NISM - 201700067314

NSE/BSE Authorized Person (AP)

APO297107491

SIF Distributor (AMFI)

NISM-201700067314

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Plan Retirement

Save Taxes

Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Vipul Khandelwal.

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

Stocks Portfolio Review

Risk Profile Assessment