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.