Vinit Iyer - Tax Consultancy Distributors
Member since Mar 28, 2013
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About Me
Wealth Creators Financial Advisors was established in 2008 with a mission of creating financial awareness & helping people from various strata of the society to evaluate and streamline their individual financial needs with also an intent of protecting them from making irrational financial decisions. We specialize in providing unbiased financial planning solutions by giving utmost priority to the interest of the client. We help clients meet their important life goals by preparing a customized Comprehensive Financial Plan and also by providing help in its implementation. We follow a very robust mechanism to derive solutions for every financial problem. We believe in building strong trust based relationship for a lifetime as we look beyond monetary benefits and ensure that we deliver the whole organisation for the benefit of our clients. That is why, the majority of our clients are referrals from our existing satisfied clients.
About Work Experience
Varied experiences of over 13 years in fields like Retail Banking, Insurance Operations, Corporate Banking, Sales & Training.
Experience & Qualification
Qualification
CFA, CFP, CWM
Experience as an Advisor
13 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Online Tax Return Filing
Certified Financial Planner (CFP)
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Financial Education Providers
Will Writing Services
Fixed Deposits
Affiliations
- SEBI Registered Investment Adviser
Awards & Recognition
-
Not Specified
Address
Vinit
Off No - 213, 2nd Floor, KPCT Mall,
Near Inamdar Hospital, Fatima Nagar,
Hadapsar,
Pune,
Maharashtra, 411028
LICENSE
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Mutual Fund -
ARN No.
111701 - Validity -
13-06-2019
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