Vishal Parakh | Plan Dreams Financial Solutions

About

After 21 years of professional IT career, I made my passion (Financial Planning/Advisory) as my profession. I am a Certified Financial Planner (from FBSB, India) and started my own venture Plan Dreams Financial Solutions for helping my clients planning for their dreams and living their dreams.

Practice at a glance

7

Years of Experience

200

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

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Invest for Goals

Plan Retirement

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

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

Financial Health Check-up

Mutual Fund Portfolio Review

Retirement Readiness Check