Vishal Baxi | KV Wealth-Invest & Insure

About

Vishal Baxi With his CFP®, QPFP® & CIA certifications along with total 25 years Experience in Accounts & Tax and 12+ years experience in Financial Products Distribution ,Vishal Baxi has guided 600+ families for Wealth Protection , Wealth Creation & Wealth Transfer. He Believes in providing need Based Solutions to clients.He Carries Vision of Creating 10000 Financially Free Families in India.

Practice at a glance

12

Years of Experience

600

Families Served

₹100

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

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

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Vishal Baxi.

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

One Page Financial Blueprint

Stocks Portfolio Review

Retirement Readiness Check