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Viraj Poyrekar | Viraj Poyrekar | Navi mumbaiViraj Poyrekar | Viraj Poyrekar | Navi mumbai

Viraj Poyrekar

Viraj Poyrekar•Navi mumbai,MH
204, I wing, Ganraj Apartment Mhatwali Nagaon Uran,
Navi mumbai, MH, 400702
204, I wing, Ganraj Apartment Mhatwali Nagaon Uran, Navi mumbai, MH, 400702
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About

As a personal finance professional, I help individuals and families in taking informed decision about their money, with my 6 years of experience in the industry, I have developed expertise in money management. My approach is tailored to each client's unique needs and goals. I believe that financial planning is not a "one size fits all" solution, and I work closely with my clients to develop a customized plan that works for them. Through ongoing education and staying up to date on the latest trends and strategies in the industry, I am able to provide my clients with the highest level of service and support. I am passionate about helping individuals and families achieve financial security and success, and I am dedicated to helping my clients achieve their financial goals.

Practice at a glance

7
Years of Experience
200
Families Served
₹6
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:

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BFM – Bachelor of Financial Markets

Industry Education

NISM V-A – Mutual Fund Distributors Certification

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

Can help you buy / invest in

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

Complimentary Services

Get any of the free services to experience working with Viraj Poyrekar.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check