VIPUL BANE

CEO

Mumbai, Maharashtra, India29 yrs 10 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Empowered over 1000 families towards financial freedom.
  • Conducted 350+ workshops on personal finance.
  • Accredited Financial Planner with multiple certifications.
Stackforce AI infers this person is a Fintech expert specializing in financial coaching and wealth management.

Contact

LinkedIn

Skills

Core Skills

Financial PlanningLeadership

Other Skills

Analytical SkillsBusiness AnalysisBusiness DevelopmentBusiness Relationship ManagementBusiness StrategyCareer CounselingClient RelationsClient ServicesCoachingCoaching & ConsultingCommunicationCustomer Relationship Management (CRM)Customer RetentionCustomer SatisfactionCustomer Service

About

๐ŸŒŸ ๐“๐ซ๐ฎ๐ฌ๐ญ๐ž๐ ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐‚๐จ๐š๐œ๐ก & ๐๐š๐ฌ๐ฌ๐ข๐จ๐ง๐š๐ญ๐ž ๐‹๐ž๐š๐๐ž๐ซ | ๐“๐ซ๐š๐ง๐ฌ๐Ÿ๐จ๐ซ๐ฆ๐ข๐ง๐  ๐‹๐ข๐ฏ๐ž๐ฌ ๐“๐ก๐ซ๐จ๐ฎ๐ ๐ก ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐„๐ฆ๐ฉ๐จ๐ฐ๐ž๐ซ๐ฆ๐ž๐ง๐ญ | ๐˜™๐˜ฆ๐˜ข๐˜ฅ๐˜บ ๐˜ต๐˜ฐ ๐˜›๐˜ข๐˜ฌ๐˜ฆ ๐˜ต๐˜ฉ๐˜ฆ ๐˜๐˜ช๐˜ณ๐˜ด๐˜ต ๐˜š๐˜ต๐˜ฆ๐˜ฑ ๐˜›๐˜ฐ๐˜ธ๐˜ข๐˜ณ๐˜ฅ ๐˜๐˜ช๐˜ฏ๐˜ข๐˜ฏ๐˜ค๐˜ช๐˜ข๐˜ญ ๐˜๐˜ณ๐˜ฆ๐˜ฆ๐˜ฅ๐˜ฐ๐˜ฎ ? ๐Ÿ‘‰ ๐‘๐ž๐š๐œ๐ก ๐จ๐ฎ๐ญ ๐ญ๐จ ๐ฆ๐ž ๐“๐จ๐๐š๐ฒ : ๐Ÿ“ฑ 91- 8928663936 / 9819313236 ๐Ÿ“ฉ banevipul@gmail.com With over 25 ๐ฒ๐ž๐š๐ซ๐ฌ ๐จ๐Ÿ ๐ž๐ฑ๐ฉ๐ž๐ซ๐ญ๐ข๐ฌ๐ž, I have redefined financial success for hundreds of families worldwide, earning several prestigious awards and accolades along the way. ๐ŸŒŸ ๐‘ฐ๐’Ž๐’‘๐’‚๐’„๐’• & ๐‘จ๐’„๐’‰๐’Š๐’†๐’—๐’†๐’Ž๐’†๐’๐’•๐’” ๐Ÿ† โ–ช๏ธŽ 1000+ ๐…๐š๐ฆ๐ข๐ฅ๐ข๐ž๐ฌ ๐†๐ฅ๐จ๐›๐š๐ฅ๐ฅ๐ฒ : Currently working with over 750 Indian families, guiding them toward financial freedom. โ–ช๏ธŽ 100+ ๐‚๐ฅ๐ข๐ž๐ง๐ญ๐ฌ ๐‘๐ž๐š๐ฅ๐ข๐ณ๐ž๐ ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐…๐ซ๐ž๐ž๐๐จ๐ฆ: Along with achieving it myself, I've helped over 100 clients realize financial freedom. โ–ช๏ธŽ 350+ ๐–๐จ๐ซ๐ค๐ฌ๐ก๐จ๐ฉ๐ฌ ๐‚๐จ๐ง๐๐ฎ๐œ๐ญ๐ž๐ : Conducted over 350 engaging sessions on topics like โ€œThe Basics of Personal Financeโ€ and โ€œThe 7 Levels of Financial Freedom.โ€ โ–ช๏ธŽ ๐“๐จ๐ฉ ๐‚๐จ๐ซ๐ฉ๐จ๐ซ๐š๐ญ๐ž ๐‚๐ฅ๐ข๐ž๐ง๐ญ๐ฌ : Empanelled with esteemed organizations like ๐“๐‚๐’, ๐’๐ฒ๐ง๐ญ๐ž๐ฅ, ๐€๐œ๐œ๐ž๐ง๐ญ๐ฎ๐ซ๐ž, and ๐“๐š๐ญ๐š ๐Œ๐จ๐ญ๐จ๐ซ๐ฌ to empower their employees. ๐‘ช๐’†๐’“๐’•๐’Š๐’‡๐’Š๐’„๐’‚๐’•๐’Š๐’๐’๐’” & ๐‘ฌ๐’™๐’‘๐’†๐’“๐’•๐’Š๐’”๐’† ๐Ÿ“œ โ–ช๏ธŽ ๐ˆ๐ง๐ญ๐ž๐ซ๐ง๐š๐ญ๐ข๐จ๐ง๐š๐ฅ ๐‚๐ž๐ซ๐ญ๐ข๐Ÿ๐ข๐œ๐š๐ญ๐ข๐จ๐ง๐ฌ : Accredited Financial Planner (AFP) and Certified Global Financial Planner (CGFP). โ–ช๏ธŽ ๐ˆ๐ง๐๐ข๐š๐ง ๐‚๐ž๐ซ๐ญ๐ข๐Ÿ๐ข๐œ๐š๐ญ๐ข๐จ๐ง๐ฌ : CPFA and NISM certifications in Mutual Funs and PMS. โ–ช๏ธŽ ๐๐ฎ๐ซ๐ฉ๐จ๐ฌ๐ž ๐‚๐จ๐š๐œ๐ก๐ข๐ง๐  ๐‚๐ž๐ซ๐ญ๐ข๐Ÿ๐ข๐œ๐š๐ญ๐ข๐จ๐ง : Enables me to help clients align their core values with their financial goals to achieve Financial Nirvana. ๐‘ด๐’š ๐‘ด๐’Š๐’”๐’”๐’Š๐’๐’ ๐ŸŽฏ To empower 10,000 Indian families to unlock a life of freedom and fulfillment, contributing to a prosperous and self-reliant India. ๐‘ด๐’š ๐‘ช๐’๐’“๐’† ๐‘ฝ๐’‚๐’๐’–๐’†๐’” Trust, Integrity, Compassion and Service ๐Ÿค ๐‘พ๐’‰๐’š ๐‘พ๐’๐’“๐’Œ ๐‘พ๐’Š๐’•๐’‰ ๐‘ด๐’† ? Whether you're looking to achieve : Your top priority financial goal, Financial Security or ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐…๐ซ๐ž๐ž๐๐จ๐ฆ, I offer ๐œ๐ฎ๐ฌ๐ญ๐จ๐ฆ๐ข๐ณ๐ž๐ ๐ฌ๐จ๐ฅ๐ฎ๐ญ๐ข๐จ๐ง๐ฌ tailored to your unique goals and aspirations. Together, weโ€™ll create a roadmap to your financial success. ๐Ÿš€ ๐‘ณ๐’†๐’•'๐’” ๐‘ฉ๐’†๐’ˆ๐’Š๐’ ๐’€๐’๐’–๐’“ ๐‘ฑ๐’๐’–๐’“๐’๐’†๐’š ๐Ÿ’ก ๐’๐œ๐ก๐ž๐๐ฎ๐ฅ๐ž ๐š ๐…๐ซ๐ž๐ž ๐‚๐จ๐ง๐ฌ๐ฎ๐ฅ๐ญ๐š๐ญ๐ข๐จ๐ง ๐“๐จ๐๐š๐ฒ via the link in featured section. For Testimonials and More, Visit our website : www.adyantafinancials.in Thank you for being here, Best Regards, Vipul Bane

Experience

Adyanta financial services

Founder CEO

Nov 2011 โ€“ Present ยท 14 yrs 4 mos ยท Mumbai, Maharashtra, India ยท On-site

  • โ–ช๏ธŽ Lead a mission to empower families by aligning their financial and happiness goals with a clear roadmap to financial freedom.
  • โ–ช๏ธŽ Coach and mentor clients through personalized financial planning, wealth strategies, and money mindset transformation.
  • โ–ช๏ธŽ Design and deliver financial roadmaps that help clients achieve long-term objectives while balancing present lifestyle needs.
  • โ–ช๏ธŽ Facilitate workshops and masterclasses on Financial Freedom, Wealth Creation, and Happiness to build awareness and generate leads.
  • โ–ช๏ธŽ Inspire clients to discover their purpose in life, align money with values, and realize their full potential.
Financial AnalysisAnalytical SkillsBusiness AnalysisLeadershipTeam LeadershipLeadership Development+6

Ameriprise financial services, llc.

Wealth Management Associate

Nov 2010 โ€“ Apr 2011 ยท 5 mos

  • โ–ช๏ธŽ Assisted in collecting client financial data, preparing comprehensive financial plans, and tailoring recommendations.
  • โ–ช๏ธŽ Collaborated with senior planners to present plans to clients and provide actionable insights.
  • โ–ช๏ธŽ Supported reviews of existing plans, ensuring alignment with changing client goals and market dynamics.

Tata aia life insurance

Sr. Branch Manager - Agency Channel

May 2010 โ€“ Oct 2010 ยท 5 mos ยท Mumbai, Maharashtra, India

  • Leading a large team of Managers to achieve Revenue targets for Life Insurance Business
  • Setting Goals for the Team and the Agency Channel Territory
  • Inspiring, Training and Motivating the Team Members and Agency channel partners.
  • Reviewing their performances and Empowering the Team to do more and perform to their full potential
  • Performance Appraisals and General office administration

Max life insurance company limited

Partner in Charge

Jun 2008 โ€“ Aug 2009 ยท 1 yr 2 mos ยท Mumbai, Maharashtra, India

  • Leading a Team of Managers to achieve the revenue targets of the Profit center.
  • Training & Motivating the Team and channel Partners
  • General Office Administration
  • Coordinating with the other functional heads to ensure that the objectives of the company are met

Aditya birla sunlife insurance co ltd

Branch Manager

Jun 2006 โ€“ Jun 2008 ยท 2 yrs ยท Thane, Maharashtra, India

  • Started as an Assistant Manager managing a team of 6 managers and about 20 channel partners directly.
  • Promoted to Marketing Manager responsible for all the promotional & Business development activities to help the Thane Branch achieve its revenue targets.
  • Finally promoted to Branch Manager, managing the entire branch with 16 managers and other support to realize the revenue target of the Branch.

Icici prudential life insurance company limited

Assistant Branch Manager

Jun 2002 โ€“ Jun 2006 ยท 4 yrs ยท Mumbai, Maharashtra, India

Aditya birla capital

Area Manager

Mar 1998 โ€“ Jun 2002 ยท 4 yrs 3 mos ยท Mumbai, Maharashtra, India

Bank of america

Manager of Sales

Nov 1996 โ€“ Feb 1998 ยท 1 yr 3 mos ยท Mumbai, Maharashtra, India

Panasonic india

Territory Manager

May 1995 โ€“ Oct 1996 ยท 1 yr 5 mos ยท Mumbai, Maharashtra, India

  • Involved in the launch of National Washing Machines in India.

Genesis integrated services pvt ltd

Area Sales Manager

May 1994 โ€“ Apr 1995 ยท 11 mos ยท Mumbai, Maharashtra, India

  • Genesis Integrated Services Pvt Ltd was a DSA of Bank of America selling their Retail Banking products.

Education

American Academy of Financial Management India

CWM โ€” Wealth Management

May 2024 โ€“ Feb 2025

Welingkar Institute of Management

MHRDM โ€” Human Resources Management and Services

Jan 1998 โ€“ Jan 2001

AECS School Tarapur

SSC

Jan 1989 โ€“ Jan 1989

Bhavans College

PGDMS

Jan 1994 โ€“ Jan 1996

Wilson College Chowpatty Mumbai 400 007

BSC โ€” Chemistry

Jan 1991 โ€“ Jan 1994

AEC Junior College Tarapur

HSC

Jan 1991 โ€“ Jan 1991

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