Vishal Baxi
KV Wealth -Invest & Insure
Mumbai
Education Level : Graduate
Licenses Held
- IRDA Insurance Agency
- Insurance Broker -CIA
Services Offered
- Comprehensive Financial Consultancy
- Retirement Consultancy
- Children's Education Consultancy
- Tax Planning Consultancy
- Risk Management Consultancy
- Basic Financial Consultancy
- House Purchase Consultancy
- Investment Management Consultancy
- Wills & Succession Consultancy
- Financial Health Checkup & Streamlining
Experience Level : 10 years
Certifications Held
- Qualified Personal Finance Professional (QPFP)
- Certified Financial Planner (CFP)
Products Offered
- Mutual Funds
- PMS & AIFs
- Life Insurance
- Health Insurance
- Other Insurances (Motor,Home,etc)
- Loans
- Deposits and Bonds
- Stock Broking
Education Level : Graduate
Experience Level : 10 years
Licenses Held
- IRDA Insurance Agency
- Insurance Broker -CIA
Certifications Held
- Qualified Personal Finance Professional (QPFP)
- Certified Financial Planner (CFP)
Services Offered
- Comprehensive Financial Consultancy
- Retirement Consultancy
- Children's Education Consultancy
- Tax Planning Consultancy
- Risk Management Consultancy
- Basic Financial Consultancy
- House Purchase Consultancy
- Investment Management Consultancy
- Wills & Succession Consultancy
- Financial Health Checkup & Streamlining
Services Offered
- Mutual Funds
- PMS & AIFs
- Life Insurance
- Health Insurance
- Other Insurances (Motor,Home,etc)
- Loans
- Deposits and Bonds
- Stock Broking