Vaishali Gupta Financial Planner

Co-Founder

Mumbai, Maharashtra, India9 yrs 11 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Founder of a successful financial planning service
  • Expert in long-term and short-term investment strategies
  • Passionate about client financial success
Stackforce AI infers this person is a Financial Services expert specializing in investment and financial planning.

Contact

Skills

Core Skills

Financial PlanningInvestment AdvisoryCustomer Relationship Management

Other Skills

Financial AdvisoryIndependent Financial AdviceMotivational SpeakingPortfolio ManagementFinancial ServicesResearchRetirement PlanningFinancial AdvisorSalesInvestment StrategiesInvestmentsInvestment ManagementWealth ManagementMicrosoft OfficeCertified Financial Planner

About

Myself Vaishali Gupta, Partner of NJ Wealth, Prudent & LIC Agent. I always try to help people in the term of Money Management in Market, Where your own Earned Money has to be Safe. I always endeavour that how you will get a Good Return In Long and Short term desire. At the age of 25, 7 years down in the line, I have made my Destiny. While making it fulfilled I very well know that I got the best opportunity ever. Now it’s just that I have to focus on it and fulfilled my all Dreams and make My Clients Dreams successful with the help of good Financial Planning. In the past 7 years, I had created my own business called Desire Achiever Investment Services for Financial Planning, Where I would recommend or suggest my clients as per their Goals and Needs. ### Our Key Services: • **Lifetime FREE Demat Account** • **Mutual Funds** – SIP, Lump Sum, SWP, STP • **Life Insurance** – Term & Traditional Plans • **Health Insurance** • **General Insurance** – Motor, Travel, Home & Commercial • **Motor Insurance** – Car, Bike, Private & Commercial Vehicles • **Commercial Vehicle Insurance** – Truck, Crane, Project-based • **IPO Investments** • **Group Health & Group Term Insurance** • **All LIC Products** • **Construction, Fire & Marine Insurance** In today's time, it is Require to get The Proper Guidance of "How To Save Or Invest Money". Our Motive is to give proper guidance of "Investment" during such a situation. We Guide and Give Plans For: 1) Financial Planning Portfolio 2) Childs Marriage Planning 3) Retired Planning 4) Home Planning 5) Fixed Income Planning 6) Investment Planning 7) Wealth Protection Planning 8) Family Protection Planning 9) Child Higher Education Planning. We would like to give a roadmap of the plan according to your Financial Goals. So let's get Started to Think and let’s Stand Financially Strong. Connect with me to this journey where we can discuss the topics to create Financial Planning Awareness, Where to Invest, How you can achieve all your dreams, and make good plans for your Life. Don't Save What Is Left After Spending, Spend What Is Left After Saving. Let us develop and understand together the true Financial Planning and everything related to it.

Experience

Desire achiever investment services

Founder

Sep 2019Present · 6 yrs 7 mos · India · On-site

  • We help you to Achieve your Financial Goals
Financial AdvisoryFinancial PlanningInvestment Advisory

Angel broking

Relationship Manager

Apr 2016Aug 2019 · 3 yrs 4 mos · Mumbai Area, India

  • Angel Broking
Customer Relationship Management

Education

International College Of Financial Planning

Certified Financial Planner — Financial Planner

Jan 2017Jan 2019

National Institute of Securities Markets (NISM)

NISM SERIES V A MUTUAL FUND DISTRIBUTORS CERTIFICATION EXAMINATION — Financial Planning and Services

Jan 2020Jan 2022

National Institute of Securities Markets (NISM)

Equity and Derivatives Module

DURGADEVI SARAF INSTITUTE OF MANAGEMENT STUDIES, MUMBAI

Bachelor's of Commerce — Accounts

Jan 2013Jan 2016

DURGADEVI SARAF INSTITUTE OF MANAGEMENT STUDIES, MUMBAI

HSC

Jan 2010Jan 2013

Blossom English High School - India

SSC — Education

Jan 2001Jan 2015

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