Helping my clients achieve financial independence is in my DNA. I've been helping hundreds of my clients to embark on their journey to financial independence since 2003, and it is what is still what continues to drive me to this day. I have seen the impact on families when proper planning was done, and the devastating consequences when it was neglected. I left a successful career in IT to pursue my dream of being a financial planner because it is what I believe in, and I wanted to have a meaningful impact on people's lives. I believe every family deserves to have a trusted adviser who can plan for all their financial considerations. Financial planning can be daunting to the uninitiated;, but in the hands of a qualified adviser, it can be made easy. But, more importantly, it can be achieved!I have invested many years in developing my skills and credentials because I want to be the best in the business. I was humbled to be recognized as the Top in my cohort for the Chartered Financial Consultants and Society of Trusts and Estate Practitioners. It is a testament to my desire to provide the best advice and solutions to my clients. No two clients are the same and I strive to develop individualized financial plans for savings, retirement, investment and insurance for all of them. It has been my privilege in the past 20 years to help my clients plan for their family's futures. Almost all of them continue to rely on my services to this day, for which I am deeply humbled. It is always satisfying when I know that the work I do makes a positive difference in my clients' lives.My clients hail from all walks of life, with the vast majority having relocated to Singapore from India. The typical profiles of my clients are Senior Management, Professionals and Business Owners in the Banking, Financial and IT industry. They come to Singapore in hopes of providing a high quality of life for their families, and I make it my personal mission to help them assure that they achieve this through well thought-through financial plans.The areas in which I am specialized are as follows:1. Insurance Planning (including Legacy Planning)2. Medical Insurance3. Investment Planning4. Education Planning5. Retirement Planning6. Estate Planning (e.g. Wills & Trusts)If you or someone you know is looking for advice in any or some of these areas, please do not hesitate to contact me at vinnu@ippfa.com. All enquiries are kept private and confidential. You are not under any obligation to take up my services. All enquiries are welcome.
Listed skills include Wealth Management, Investments, Financial Planning, Retirement Planning, and 9 others.
