About Varun Vaid
Mr. Varun Vaid, having 19 Years experience in Marketing & Sales, and Information Technology, Pharmaceuticals from past 14 Years, he has dedicated himself to the cause of promotion of ‘Financial Advisory & Planning Industry’.
He firmly believes that one must maintain knowledge of and comply with the Constitution of the FPSB India (Financial Planning Standards Board India), the FPSB India’s Code of Ethics and Rules of Professional Conduct and all applicable laws, rules and regulations of any government, government agency, regulatory organization, licensing agency or professional association governing these professional activities.
Unique Services
- Daily Markets Updates
- Portfolio Valuation Reports
- E-updates (Portfolio, Products, Educating, Promotion etc.)
- Quarterly Newsletter on Hard-copy or Soft-copy at Investor’s Home Address or E-mail ID.
- Updates related to Policy expiry/renewal, SIP renewal/termination, Product submission etc.
- Online Financial Portfolio (Mutual Funds, Life Insurance, General Insurance, Postal, Fixed Deposits, Bonds, Equities, Commodities, Real Estate, Recurring Deposits etc.)
- Retirement Planning
- Children’s Future Planning (Education, Marriage & Gift)
- Life Insurance Planning
- Tax Saving & Planning (Tie-Up with qualified CA’s)
- General Insurance Planning (Tie-Up with TATA AIG General Insurance, Star Health & Allied Insurance)
- Investment Planning
- Health Plans (Tie-Up with TATA AIG General Insurance, Star Health & Allied Insurance)
- Portfolio Management Services (Tie-Up with leading AMCs)
Warm Regards,
Varun Vaid
+91-9814612907
+91-0172-4623907