My name is Vipin Khandelwal. I am here to enable individual investors such as you to take a structured approach to finances and investments which not only saves you money but also super powers your investments.
I have over 14 years experience in business & financial analysis, financial planning education and investment advisory.
During my work I got a chance to work with hundreds of individuals in helping them to make smarter decisions with money. I have to confess, this was deeply fulfilling.
For long, investors have been left to the mercy of big bullying banks and unscrupulous agents who see no mercy. Investors have destroyed their wealth even though the markets presented an opportunity to build it.
As an investor, you need to take charge. And Unovest will enable that for you.
I hate to use fancy terms or jargon!
I share my experiences and learnings including from those who have done it before. There are questions for you to think about, to help you assess your current situation in true light and then take critical steps to move towards your goals.
Read my posts and if you feel you too want to benefit from specific advice for your individual needs then you can engage me in one-to-one personalised advisory services.
From rank beginners in their career and investing to those about to retire – from zero in savings to a multi-crore portfolio, everyone benefits from good financial advice.
I believe that when right advice meets your money, your investments flourish. You make the most sensible decisions and avoid the biggest mistakes. In short, you get the most bang for your buck.
If you are an investor, who wants to learn, thinks long term and puts quality over quantity, come over and join in.
I believe these qualities will help you reach your financial goals, faster. The ‘faster’ is a result of patience, discipline and knowledge. Add to it the bonus of low costs with direct plans of mutual funds, for example.
“What makes you qualified to do so?”, you may ask.
I happened to do my MBA. I am registered with Securities & Exchange Board of India (SEBI) as an ‘Investment Adviser‘. My registration number is INA000003643 valid till Oct 13, 2020.
Yet, I believe, my biggest qualification is my experience and what I have learnt in all these years. Having worked with over 500 individuals on their financial and/or career goals, I believe I have something valuable to share with you.
And some of them believe that it was really a help.
Here’s what Nakul Gupta, Sales Director, South Asia at GE Aviation has to say:
I first got acquainted with Vipin over a decade ago when he was a part of the financial advisory firm I had enlisted for my personal finances. I am privileged to have him as my Financial Advisor and in many ways, my life coach!
Vipin’s greatest strengths are in-depth research and communication skills. Being a voracious reader and natural networker, he has a vast body of knowledge to draw upon while proposing financial solutions to meet one’s goals. He particularly endears to me due to his simple demeanour and “genuine” intent to help rather than pursue any selfish vested interest. When he makes recommendations, they are never based on gut feel, rather are data backed and emerge as the outcome of weighing pros and cons of several potential options.
As is evident from his blog, his writings are easy on the eye and stimulating for the brain. He is equally lucid in verbal prose. He explains his thoughts in a simple, straight-forward manner that is easy to comprehend.
In the past few weeks itself, he has helped me make subtle changes to my portfolio (including loans, insurance, mutual funds, debt funds and real estate) to yield significant benefits in the short and long term. Further, he has enlightened me on many new books, apps, etc not just in the financial domain. Thank you Vipin for becoming a precious partner in my success!
Also, Usha Malik, Asst Vice President, Patent Research and Analytics Services at CPA Global has to say…
It was a pleasure knowing Vipin. My husband Rakesh and I got our savings planned and gained a lot of knowledge about best planning to assure a good future and Vipin deserves the credit for all of this. Right from when we started interacting with him, we found that he was extremely polite, pleasant and was able to understand our planning needs very well. He is an expert in his field and his advice has always been timely, well researched and good. He is good at his business and we will fondly remember our interactions with him.
If you wish to read more of such, click here or visit my Linkedin Profile.
So, join in.
You should sign up for the BLOG where I share notes on investment planning, mutual funds and personal finance.
The Investing 101 free email course is a must take. Over 3 weeks, you will see a transformation in the way you think about money and make your investment decisions.
If you have any thoughts, suggestions or feedback, do share with me at firstname.lastname@example.org.
I look forward to see more of you around here.
Know more about Unovest Services here.