Sneha Mileen Vasudeo
SEBI RA: INH000012616
Phone:
+91 8655072338
Email:
Address:
Swastik Building, JSS Road,
Mumbai: 4000028
About Me
Sneha Vasudeo, is a SEBI Registered Research Analyst with a mission to guide you on a path to financial success.
Sneha Vasudeo is a financial expert; with a Qualification in Financial Planning (CFP^CM) from the prestigious FPSB Ltd. USA. With hands-on experience in the financial domain, she is a reliable and knowledgeable guide in the intricate world of investments.
Her commitment to excellence is evident through her certification as a Research Analyst by The National Institute of Securities Markets (NISM--Series-XV: Research Analyst Certification), and as a SEBI-Registered Research Analyst (Registration number: INH000012616). This solidifies hera role as a trusted analyst, ensuring that you receive well-researched and reliable insights for your investment journey.
Her core strengths lie in equity research and a profound understanding of diverse asset classes. These strengths form the foundation of our actionable investment and trade setups, crafted to meet the unique needs of our clients.
More than a founder, Sneha Vasudeo is your dedicated financial partner. Her belief is simple yet powerful - by consistently delivering exceptional service, she forges long-lasting and fruitful relationships with her clients. It's not just about strategies; it's about building trust, transparency, and empowering you with the knowledge to make informed financial decisions.
Join us now, where Sneha Vasudeo's expertise, backed by certifications and rich experience, guides you towards a future of financial prosperity. Your journey to financial empowerment begins here.
LICENSES AND CERTIFICATIONS:
SEBI RA: INH000012616
Certified Financial Planner (CFP)
NISM-Series-VA: Mutual Fund
NISM-Series-XV: Research Analyst
(IRDAI) IC-38
Masters in Business Management
This is a registered license under SEBI (Securities and Exchange Board of India) allowing advisory and research services in financial markets. It ensures compliance with regulatory standards for investor protection.
A globally recognized certification that signifies expertise in financial planning, wealth management, and risk assessment to help clients achieve their financial goals.
Certification from NISM (National Institute of Securities Markets) required for professionals who distribute and sell mutual funds in India. It ensures knowledge of mutual fund products and regulatory guidelines.
This certification qualifies individuals to conduct equity research, analyze financial statements, and provide investment recommendations in compliance with SEBI regulations.
Insurance Regulatory and Development Authority of India (IRDAI) IC-38. Mandatory certification for insurance advisors, covering life and general insurance products, regulatory norms, and ethical selling practices.
A postgraduate degree focused on business strategy, financial management, and leadership, equipping professionals with advanced financial and managerial expertise.
