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