Vivek Munot | VIVEK MUNOT financial services

About

Welcome to the Solution in Financial World

Practice at a glance

10

Years of Experience

400

Families Served

₹121

Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more

Min Lumpsum Investment:₹1,00,000 & more

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

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2

Can help you to

Plan Complete Finances

Buy a Home

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Life Insurance

Mutual Funds

Stocks & Equity

Home Loans

Loan Against Securities

PMS

Complimentary Services

Get any of the free services to experience working with Vivek Munot.

30 Minute Q&A — Ask Me Anything

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review