Talk to sales Try for Free
Sneha Vasudeo CFP®

Sneha Vasudeo CFP®

Intern

Followers of Sneha Vasudeo CFP®2000 followers
location of Sneha Vasudeo CFP®Mumbai, Maharashtra, India

Connect with Sneha Vasudeo CFP® to Send Message

Connect

Connect with Sneha Vasudeo CFP® to Send Message

Connect

  • Timeline

  • About me

    SEBI Registered (INH000012616) | CERTIFIED FINANCIAL PLANNER | Helping Families Build Wealth through Mutual Funds and Stock Market investments.

  • Education

    • Financial Planning Standards Board Ltd. (FPSB)

      -
      CERTIFIED FINANCIAL PLANNER^CM

    • Insurance Regulatory and Development Authority

      -

    • Fort Convent

      -
      SSC

    • KC College

      -
      HSC

    • H.R. College Of Commerce & Economics

      -
      Bachelor's degree

    • H.R. College Of Commerce & Economics

      -
      Master's degree

    • National Institute of Securities Markets (NISM)

      -
      Mutual Fund Distributors Exam

    • National Institute of Securities Markets (NISM)

      -
      Research Analyst Certification

  • Experience

    • HDFC AMC

      May 2018 - Jun 2018
      Intern

    • Sykes & Ray Equities (I) Ltd.

      May 2021 - Sept 2021
      Certified Financial Planner

    • SEBI RA: INH000012616

      Dec 2021 - now
      Investment Advisor and Research Head

      -Direct Equity-Mutual Funds-Insurance-PMS-Guarantee Returns Plans (tax free)-Retirement Solutions-Personal Finance Courses-Stock Market Courses-Corporate Seminars

  • Licenses & Certifications

    • CFP Certification - Global Excellence in Financial Planning

      FPSB India
      Feb 2025
      View certificate certificate