Vaidhyanathan S

Director of Engineering

Mumbai, Maharashtra, India10 yrs 11 mos experience
Highly Stable

Key Highlights

  • 29+ years of experience in personal finance
  • Certified Financial Planner with multiple certifications
  • Client-first approach to financial coaching
Stackforce AI infers this person is a Personal Finance Expert specializing in coaching and mentoring for financial freedom.

Contact

Skills

Core Skills

Financial PlanningWealth Management

Other Skills

Helping retail investors with Goal Articulation and Goal achievementsEnsuring Goal AchievementRisk AnalysisRetirement PlanningInvestment ProductsMutual FundsInsuranceInvestment AdvisoryFinancial PlannersStrategic Financial PlanningPortfolio ManagementEquitiesInvestmentsDerivativesRelationship Management

About

As a Personal Finance Professional with 29+ years of experience, I am passionate about coaching and mentoring retail investors who aspire for financial freedom. I have earned the CFP , CTEP & QPFP certifications, to get the Professional edge in Personal Finance. I help people cut through the noise of personal finance and focus on what really matters - their goals. My approach is simple: client-first, practical solutions, no jargon. Big ambitions don’t need complicated plans; they need small, clear steps that actually stick. That’s where I come in. I turn financial strategies into everyday actions, building confidence along the way. At the end of the day, it’s not about numbers on a page - it’s about creating lasting financial well-being and making money feel less intimidating, more empowering. I also work with Soundararajan & Co, a Chartered Accountancy firm that also provides comprehensive financial solutions to individuals and businesses.

Experience

10 yrs 11 mos
Total Experience
10 yrs 11 mos
Average Tenure
--
Current Experience

Bharadhwaj investsmart

Director

Jan 1994Present · 32 yrs 4 mos · Mumbai, Maharashtra, India

Helping retail investors with Goal Articulation and Goal achievementsEnsuring Goal AchievementFinancial PlanningRisk AnalysisRetirement PlanningInvestment Products+20

Soundararajan & co , chartered accountants

Manager

Apr 1993Mar 2004 · 10 yrs 11 mos · Mumbai Metropolitan Region

Education

FPSB India

CFP — Financial Planning

Jan 2009Jan 2011

South Indian Welfare Soceity's High School, Wadala

S.S.C

Jan 1976Jan 1986

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