WENAY WEALTH PLANNERS PRIVATE LIMITED  - Loan Against Property Advisor in Navanagar, Hubli

WENAY WEALTH PLANNERS PRIVATE LIMITED - Loan Against Property Distributors

Member since May 30, 2017

About Me
Our Story: WENAY WEALTH PLANNERS PRIVATE LIMITED is proud to bring MoNey MinTing ManTra™ (Let’s Plan for your Secured Financial Future). We are a fresh start up based out of Hubli, Karnataka, which is engaged in bringing wealth creation to people from all walks of life. MoNey MinTing ManTra™ will be the first comprehensive financial planning company which covers planning, advisory and execution services. Our goal is to provide our customers with the peace of mind and an assurance that they can access to wealth. Mission: Our aim is to help individuals in the accumulation, preservation and transfer of wealth through comprehensive financial planning. Towards this end, we deploy strategies and solutions that are made to order. We believe that no two individuals are alike when it comes to financial planning. ABOUT OUR FOUNDER: Vinayak Savanaur is a Founder and Managing Director at Wenay Wealth Planners Pvt. Ltd has over six years of experience in financial services industry. He specialises in Financial Planning and has deep understanding of financial markets. He is MBA Graduate with Specialization in Finance and also a qualified CFP (Certified Financial Planner) & only CFP in his immediate geographical area and he is one of the few CFP certified financial planners in North Karnataka.
About Work Experience
I am a MBA graduate with specialization in finance and a qualified Certified Financial Planner(CFP^CM) with the strong financial and analytical skills. I have over six years of experience in financial industry.
Experience & Qualification
Qualification
BCOM, MBA Finance CFPCM
Experience as an Advisor
6 Years
Total work Experience
6 Years
Services and Advisory Offered
  • Mutual Fund

  • Life Insurance

  • Post Office Schemes

  • Tax Consultancy

  • Online Tax Return Filing

  • Certified Financial Planner (CFP)

  • Real Estate Brokers

  • Portfolio Management Schemes

  • NPS (National Pension Scheme)

  • IPOs, Bonds & NCDs

  • Housing Loans

  • Personal Loan

  • Financial Education Providers

  • Gold Saving Plans

  • Will Writing Services

  • Loan Against Property

  • Property Management Services

  • Fixed Deposits

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
WENAY WEALTH PLANNERS PRIVATE LIMITED

HNO:LIG-42, 6TH CROSS,,
OPP.AMBEDKAR BHAVAN,
Navanagar,
Hubli,
Karnataka, 580025

LICENSE

  Mutual Fund - ARN No. 116026 - Validity - 02-10-2019

  Life Insurance - IRDA No. 01245543 - Validity - 04-04-2019

  Certified Financial Planner (CFP) - FPSBI No. 86241 - Validity - 31-12-2050

Photo Gallery
DOWNLOAD PROFILE
0 Reviews

No reviews present

Do you want to see more Loan Against Property Distributors?
Nippon MF Large Cap Fund 2025 300x250
More About Me
Feedback
Notification