I am a Commerce graduate with an MBA in Finance and Portfolio Management from NIM. I am also a qualified Company Secretary, having completed my CS from the Institute of Company Secretaries of India in 2016, and I am currently a practicing professional in this domain.
Alongside my practice, I am pursuing CFP (Certified Financial Planner) certification while also on the journey to become a Qualified Personal Finance Professional (QPFP). My goal is to empower and add value to families by guiding them in achieving financial security and long-term wealth creation through effective planning, portfolio management, and professional advice.
I aim to integrate my expertise in finance, governance, and compliance with advanced personal finance knowledge to provide trusted, holistic, and impactful financial solutions.
Practice Details
Min Monthly Investment:₹40,000 & more
Min Lumpsum Investment:₹40,000 & 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
Language Spoken:Hindi, Marathi, English
Qualification Completed
MBA (Finance / Investments)
CFP – Certified Financial Planner
QPFP – Qualified Personal Finance Professional
Education
Formal Education
BCom – Bachelor of Commerce, MBA – Master of Business Administration
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
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 Vyankatesh Madhukar Kinhikar.