Sneha Vasudeo CFP®

Sneha Vasudeo CFP®

Intern

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

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  • 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

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      SSC
    • KC College

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      HSC
    • H.R. College Of Commerce & Economics

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      Bachelor's degree
    • H.R. College Of Commerce & Economics

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      Master's degree
    • National Institute of Securities Markets (NISM)

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      Mutual Fund Distributors Exam
    • National Institute of Securities Markets (NISM)

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      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