Vaidarbhi Vijay Lad - Certified Financial Planner (CFP) Distributors
Member since May 8, 2013
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About Me
I am qualified Commerce Graduate as well as a CERTIFIED FINANCIAL PLANNER (CFP). The blend of the two educations and experience have helped me to expertise in writing economical financial plan which can take care of client's goal easily. I am an independent professional in the field of financial in the field of financial advisory. I specialize in goal based financial planning and have a good number of goal achievers till now. I try to create awareness about financial planning through small group meetings, which gives me opportunity to actually understand the personality and thereby achieving the desired result. My objective is to make people satisfied proud and happy through providing them financial independence throughout their life span particularly at the later ages the golden retirement. So I believe in offering solutions which will give desired result through mutual efforts and understanding.
About Work Experience
Not Specified
Experience & Qualification
Qualification
B.Com, CFP
Experience as an Advisor
10 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Tax Consultancy
Certified Financial Planner (CFP)
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Personal Loan
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Vaidarbhi Vijay
Gokuldham, Film City Road,
Goregaon East,
Goregaon East,
Mumbai,
Maharashtra, 400063
LICENSE
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Mutual Fund -
ARN No.
16483 - Validity -
30-09-2019
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