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Vaibhav Joshi

Financial Consultant

VSJ Financial Consultancy

I've been a Financial Consultant since 2000, serving over 2400 clients globally. My expertise lies in providing a holistic approach to financial planning, catering to diverse needs and risk profiles.


Services Offered:


 * Investment Solutions:

  * Mutual Funds

  * Corporate Deposits

  * LIC Education & Pension Plans

  * Tax-efficient ELSS Funds

  * Specialized Health Insurance (with potential for 50% premium savings)

  * High-cover Accident & Disability Insurance at a minimal cost (Rs. 11/day for 50 Lacs coverage)


 * Specialization:


  * Education & Marriage Planning through SIPs and Guaranteed LIC Plans

  * Emphasis on Secure Retirement Planning (Pension Plans) to ensure financial independence in later life.

Our Approach:


 * Personalized Solutions:


We tailor investment strategies based on individual needs, risk tolerance, time horizon, financial goals, and age.


 * Confidentiality:


Client information is treated with utmost confidentiality and professionalism.


Presence:


 * Corporate Office: Dombivli

 * Branch Office: Pune (Bavdhan)

 * International Reach: UAE, Muscat, Singapore, and Thailand


I would be delighted to review your current investment portfolio and offer personalized advice.

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