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Jaydeep Godbole, Cfp® Email & Phone Number

Empowering IT professionals to Achieve Financial Success: Your Trusted Personal Financial Advisor at VSK Financial Consultancy Services Pvt. Ltd.
Location: Mumbai, Maharashtra, India 14 work roles 3 schools
1 work email found @vskindia.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

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Current company
VSK Financial Consultancy Services Pvt. Ltd.
Role
Empowering IT professionals to Achieve Financial Success: Your Trusted Personal Financial Advisor
Location
Mumbai, Maharashtra, India
Company size
13 employees

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Quick answer

Jaydeep Godbole, Cfp® is listed as Empowering IT professionals to Achieve Financial Success: Your Trusted Personal Financial Advisor at VSK Financial Consultancy Services Pvt. Ltd., a with 13 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a work email signal at vskindia.com and a matched LinkedIn profile for Jaydeep Godbole, Cfp®.

Jaydeep Godbole, Cfp® previously worked as Personal Financial Advisor at Vsk Financial Consultancy Services Pvt. Ltd. and Manager - Financial Planning at Arvind Rao & Associates. Jaydeep Godbole, Cfp® holds Cfp^Cm (Certified Financial Planner^Cm), Covers Areas Of Financial Planning, Advisory, Wealth Management, Portfolio Management from Fpsb Ltd. Usa.

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Email format at VSK Financial Consultancy Services Pvt. Ltd.

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{first}@vskindia.com
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Profile bio

About Jaydeep Godbole, Cfp®

Jaydeep has 20+ years of experience spanning Technology & Financial Services industry. 14+ years of experience in IT Services and close to 5 years in Financial Advisory. He is a Certified Financial Planner (CFP), a BE Comp. Science graduate and a CFA & Masters in Financial Analysis from ICFAI.BRIEF SYNOPSIS:- Excellent product knowledge of Equity, Debt, Insurance, PMS & Mutual Funds.- Worked with Barclays, Citi, Nomura/Lehman Brothers, Wells Fargo, UBS, Julius Baer in my previous stints in various capacities (as a BA, BD, Developer & Consultant) in different client geographies incl. USA, UK, Japan, HK & SGP.CORE COMPETENCIES: - Financial Planning, Asset Advisory & spreading Financial Literacy.- Advisory in key personal finance areas incl. Retirement, Tax, Insurance, Loans, Succession/Estate planning & Investment planning for India & Overseas.- NRI Advisory.CERTIFICATIONS / MASTERS:- Certified Financial Planner (CFP^CM) from FPSB USA;- Chartered Financial Analyst (CFA) from ICFAI;- Masters in Financial Analysis from ICFAI;

Current workplace

Jaydeep Godbole, Cfp®'s current company

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VSK Financial Consultancy Services Pvt. Ltd.
Vsk Financial Consultancy Services Pvt. Ltd.
Empowering IT professionals to Achieve Financial Success: Your Trusted Personal Financial Advisor
Mumbai, MH, IN
Website
vskindia.com
Employees
13
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14 roles

Jaydeep Godbole, Cfp® work experience

A career timeline built from the work history available for this profile.

Manager - Financial Planning

Arvind Rao & Associates

Mumbai Area, India

• Drafting, updating, presenting & execution of the Financial strategy, recommending products based on clients needs & risk profile, restructuring existing portfolio• Strategy Execution involved rigorous communication & coordination with distributors & product managers (for Investment/Insurance) and other intermediaries• Comprehensive financial planning incl. Insurance, Investment, Retirement & Tax advisory, expense budgeting, life, general and medical insurance, optimising taxes, major life goals• Insurance Coverage analysis to identify the gaps and preparing strategies to plug the gap• Investment Portfolio analysis, review, optimization & tracking, preparing periodic Dashboards• Financial Budgeting: Analysis of Monthly budget & Cash flow & consulting on Debt restructuring• Business consulting, Will drafting, NRI client handling, advice on Foreign remittance to UK/SGP• To conduct & assist in organizing workshops and other business development activities• as Relationship manager with focus on preferred client acquisition (NRI/HNI), maintaining client relationships, generate AUM, cross sell products & estate planning services

Jan 2019 - May 2019

Business Analyst - Cash & Derivatives Settlements

Barclays Investment Bank

Pune Area, India

Worked in capacity as BA-PM handling various projects for Cash & Derivatives (asset classes - EQ, ID, CDS, FX) settlements space.

Jun 2018 - Nov 2018

Freelance Fin. Consultant

Freelance

Pune Area, India

• Client data gathering, Risk profiling and designing Asset Allocation strategies• In-depth Analysis of Income, Expenses, Assets & Liabilities, Saving, Spending & Investing habits• Attended sessions organized by PIFAA & AMCs for learning & Networking.

Jul 2017 - May 2018

Manager Business Development

Julius Baer

Pune Area, India

Feb 2017 - Jul 2017

Manager - Business Development

Cognizant Technology Solutions

Pune, Maharashtra

PRODUCT CONSULTANT, Feb 2017 - July 2017 • For JULIUS BAER Group in Private Banking/Wealth Management space supporting APAC region• Involved in Analysis & Testing of TEMENOS Banking SoftwareBUSINESS DEVELOPMENT MANAGER, Oct 2015 - Jan 2017 • For BFS BD - Cognizant India• As part of Innovation agenda, built Solution accelerators - FIX & SWIFT simulator, involved in Research & Collateral development, publish BFS Trends.Sr. BUSINESS ANALYST, Apr 2014 - Sep 2015 • For CITI - Investment Bank supporting UK region, as part of Cash Middle Office operationTEST MANAGER / BA, June 2011 - Mar 2014 • For BARCLAYS Investment Banking in UK/APAC geographies in Front to Back Trading • Analysis & Testing of Order Management system, Client & Exchange connectivity Systems

Jun 2011 - Jul 2017

Senior Business Analyst

Citi

Belfast, United Kingdom & Pune, India

Apr 2014 - Sep 2015

Sr Analyst

Nomura Services

Mumbai

BUSINESS ANALYST, May 2010 - Jun 2011 Portfolio Analytics Application usedby Portfolio Managers for Construction, Pre-Trade, Execution & Post-Trade Analytics.BUSINESS ANALYST, Oct 2008 - Apr 2010 Proprietary Trading & Risk Mgmt system- supported globally (US, EMEA & APAC).

Oct 2008 - Jun 2011

Onsite Coordinator / Analyst

Wells Fargo

Charlotte, Nc & Pune, India

Jan 2006 - Oct 2007

Associate

Cognizant Technology Solutions

Pune Area, India & Charlotte, Usa

Onsite Coordinator: Jan 2006 - Oct 2007 • For Wachovia Securities (now Wells Fargo Co.), Charlotte [NC]– in Corp. Investment Banking Test Analyst, Apr 2004 - Dec 2005• Indymac Bank - Mortgage / Lending domain

Apr 2004 - Oct 2007

Test Analyst

Indymac Bank

Pune Area, India

Apr 2004 - Dec 2005
Team & coworkers

Colleagues at VSK Financial Consultancy Services Pvt. Ltd.

Other employees you can reach at vskindia.com. View company contacts for 13 employees →

JL Jack Lao Jack Lao Colleague at Vsk Financial Consultancy Services Pvt. Ltd.Macao Sar, Macao View → MG Mukta Gosavi Mukta Gosavi Colleague at Vsk Financial Consultancy Services Pvt. Ltd.Mumbai, Maharashtra, India View → NJ Neha Joshi Neha Joshi Colleague at Vsk Financial Consultancy Services Pvt. Ltd.Palghar, Maharashtra, India View → AB Ashwini Bidwalkar Ashwini Bidwalkar Colleague at Vsk Financial Consultancy Services Pvt. Ltd.Mumbai, Maharashtra, India View → YS Yogin Sabnis Yogin Sabnis Colleague at Vsk Financial Consultancy Services Pvt. Ltd.Mumbai, Maharashtra, India View → SK Sonal Kadu Sonal Kadu Colleague at Vsk Financial Consultancy Services Pvt. Ltd.Mumbai, Maharashtra, India View → TP Tejas Pardeshi, Cfp Tejas Pardeshi, Cfp Colleague at Vsk Financial Consultancy Services Pvt. Ltd.Mumbai, Maharashtra, India View →
3 education records

Jaydeep Godbole, Cfp® education

Cfp^Cm (Certified Financial Planner^Cm), Covers Areas Of Financial Planning, Advisory, Wealth Management, Portfolio Management

Fpsb Ltd. Usa

Activities and Societies: FPSB LTD. USA

Masters In Financial Analysis, Investment Management, Portfolio Management, Research, Cgpa 7.5

Institute Of Chartered Financial Analyst Of India (Icfai)

Activities and Societies: Member of Financial Analyst Group, for CFA (ICFAI) Fraternity in india

Bachelor Of Engineering, Computer Science, 7.4 Cgpa

Bhilai Institute Of Technology (Pt Ravi Shankar University, Raipur)

Bachelor of Engineering in Computer Science

FAQ

Frequently asked questions about Jaydeep Godbole, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jaydeep Godbole, Cfp® work for?

Jaydeep Godbole, Cfp® works for VSK Financial Consultancy Services Pvt. Ltd..

What is Jaydeep Godbole, Cfp®'s role at VSK Financial Consultancy Services Pvt. Ltd.?

Jaydeep Godbole, Cfp® is listed as Empowering IT professionals to Achieve Financial Success: Your Trusted Personal Financial Advisor at VSK Financial Consultancy Services Pvt. Ltd..

What is Jaydeep Godbole, Cfp®'s email address?

AeroLeads has found 1 work email signal at @vskindia.com for Jaydeep Godbole, Cfp® at VSK Financial Consultancy Services Pvt. Ltd..

Where is Jaydeep Godbole, Cfp® based?

Jaydeep Godbole, Cfp® is based in Mumbai, Maharashtra, India while working with VSK Financial Consultancy Services Pvt. Ltd..

What companies has Jaydeep Godbole, Cfp® worked for?

Jaydeep Godbole, Cfp® has worked for Vsk Financial Consultancy Services Pvt. Ltd., Arvind Rao & Associates, Barclays Investment Bank, Freelance, and Julius Baer.

Who are Jaydeep Godbole, Cfp®'s colleagues at VSK Financial Consultancy Services Pvt. Ltd.?

Jaydeep Godbole, Cfp®'s colleagues at VSK Financial Consultancy Services Pvt. Ltd. include Jack Lao, Mukta Gosavi, Neha Joshi, Ashwini Bidwalkar, and Yogin Sabnis.

How can I contact Jaydeep Godbole, Cfp®?

You can use AeroLeads to view verified contact signals for Jaydeep Godbole, Cfp® at VSK Financial Consultancy Services Pvt. Ltd., including work email, phone, and LinkedIn data when available.

What schools did Jaydeep Godbole, Cfp® attend?

Jaydeep Godbole, Cfp® holds Cfp^Cm (Certified Financial Planner^Cm), Covers Areas Of Financial Planning, Advisory, Wealth Management, Portfolio Management from Fpsb Ltd. Usa.

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