Vishal Shinde

Innovative Capital Services•Solapur

Office No. 406, 4th Floor, City Center Tower, Old Employment Chowk, VIP Road, Railway Lines,

Solapur, 413001

Office No. 406, 4th Floor, City Center Tower, Old Employment Chowk, VIP Road, Railway Lines, Solapur, 413001

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About

Vishal Shinde - Personal Finance Professional With a passion for financial wellness, I specialize in guiding individuals and families toward secure financial futures. From child future planning to health insurance and investment strategies, I provide tailored solutions to help clients achieve their financial goals. As the founder of Innovative Capital Services, I am committed to making financial literacy accessible and empowering people to make informed decisions for long-term stability.

Practice at a glance

Years of Experience

150

Families Served

₹3

Crores Managed

Practice Details

Min Monthly Investment:₹1,000

Min Lumpsum Investment:₹10,000

Nature of earnings:Hybrid (Comissions + Fees)

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, Armed Forces, Government Staff

Language Spoken:Hindi, Marathi

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-270376

IRDAI Licensed Insurance Agent (General)

I-2411106N0144726

IRDAI Licensed Insurance Agent (Life)

I-2411106N0144726

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination, IRDAI IC 38 – Life Insurance Agent Examination

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

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

Stocks & Equity

Home Loans

Loan Against Securities

PMS

SIF

AIF

Complimentary Services

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

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

Risk Profile Assessment

Financial Wellbeing Workshop

Loan & EMI Review