I am Vipin Khandelwal, a SEBI Registered Investment Adviser and with an overall experience of 17 years helping individuals and families to make the best possible decisions with their money and reach their financial goals, faster. (More about me here)
Let me ask you a few questions.
- Do you feel that your approach towards your money is not structured?
- Do you have this feeling of ‘lost’ when you look at your investment portfolio?
- Are you worried about the safety of your portfolio?
- Do you feel constrained by time to make the right investment decisions?
- Do you feel the money is just lying in the bank and not working for you?
Each of the above listed issues can lead to an underperforming portfolio not just in terms of returns but also in terms of what you can make your money do for you. With the right advice, you can do better.
I will be happy to work with you one to one and see that your investments are aligned to you and your money milestones. Your portfolio not only works hard for you, it allows you to sleep peacefully too.
I have known Vipin as a financial advisor for more than a decade. An astute professional, Vipin brings to the table supreme competency, understanding of the business environment & business drivers, unflinching responsiveness to the customer and a supreme skill to craft a financial plan that stood for me year after year, every time.DIPANJAN DAS, CEO-GREYCELLS, NETWORK 18, MUMBAI
Vipin has been helping me improve my investments, insurance, financial planning, retirement planning and managing my expenses. I know a lot about investing, but still benefitted significantly from Vipin’s advice. I think that no matter how good you are at investing, you’ll benefit from an expert’s advice.VADDADI KARTICK, entrepreneur, EX-GOOGLE, BENGALURU
What do you want your money to do for you?
#1 Goal based Financial PlanningThe foundation of a rock solid portfolio that helps you achieve your financial goals Rs.30,000 —
- Complete Goal based financial plan
- Tie your assets and investments to specific money milestones in the future
- Understand the feasibility of achieving these goals
- Full Investment portfolio review
- Investment related tax Planning
- Review of existing Insurance policies and fresh recommendations on Life, Health, Accident & Disability protection
- Detailed Action Plan —
- Delivery in 6 to 8 weeks
#2 Ongoing Investment AdvisoryOngoing advice, tools and support to manage your investment portfolio Starts at Rs.5,000 / month —
Everything in Goal based financial planning +
- Organise your portfolio for growth, income, capital preservation as well as retirement
- Investment scenario analysis
- International Investments (for NRIs)
- Support in creating a WILL
- Guided Execution with a Detailed Action Plan including switching existing investments
- Regular monitoring, tracking and rebalancing of the plan and investment portfolio
- Research and guidance on alternative asset classes
- Tactical asset allocation based on market cycles & valuations
- Ongoing Advisory for your financial and investment decisions —
- Unlimited consultations on email, phone and wherever possible, in person —
- Service duration – As long as desired
18% GST applicable on all fees
I had a financially empowering experience with Vipin. I was pretty much confused when I had decided to invest in Mutual funds but Vipin along with Unovest’s goal oriented approached help me invest the right amount at the right place and most importantly for a purpose. As I communicated the many questions I had, I could see how deep Vipin’s financial assessments ran. At this point in time, my decision to seek his professional advice has given a good kick start for my investments.Piyush dhimate, specialist – proudct development, pune
With your recommendations, our money has definitely been put to much better use than before! In this world where financial predators abound, its been great to have an informed friend on our side.SAIF & SWATI, NAVI MUMBAI
What next? I am happy to discuss with you further and see if I may be of help. You can reach me at +91 99203 71082 for a quick conversation.
Else, fill up this short form below, mention all relevant details and we can then get on a call to discuss how to work together and build a portfolio that works for your financial goals.