Consult with CFP Vinit Iyer

A professional with over 15 years of experience in the BFSI domain spanning over various organizations ranging from Retail Banking, Insurance & Investment Management. Have a proven track record in working in varied capacities ranging from Financial Management to Training Consulting.

  • Financial Planning

  • Personal Finance

  • Stock Market Trading & Investing

  • Mutual Funds

  • Wealth Creation

About CFP Vinit Iyer

CFP

Vinit Iyer

A professional with over 15 years of experience in the BFSI domain spanning over various organizations ranging from Retail Banking, Insurance & Investment Management. Have a proven track record in working in varied capacities ranging from Financial Management to Training Consulting.

How Does it Works

Its a Simple 3 Step Process

  • 1) Book a 1:1 consultation with Vinit

  • 2) Our team with get back with the date, time & details of the call

  • 3) Have a 1:1 consultation with the expert and get answers to all your questions

Why Koppr

  • Fast growing community of professionals

    Koppr is one of fastest growing community of financial professionals. You get to speak directly to Professionals

  • Save time & money

    Book a service allows to Save time, paper work and money. No hidden charges!

  • Transparency

    View full profile of the experts before you choose from India's fastest growing private network of professionals.

Consult Now with CFP Vinit Iyer

50% off for 1st 100 consultations

FAQ

  • Why should I consult a Certified Financial Planner?

    Consulting a certified financial planner is important because he/she is a compliance expert to effectively assess your current financial situation and goals Will help you develop a comprehensive plan that addresses your major areas of financial concern: retirement, college planning, insurance, avoiding estate tax, etc. One must hire a CFP for following reasons: ✔️ Investment growth ✔️ GST return filing ✔️ Year-end reporting ✔️ Investment Planning ✔️ Minimizing income tax ✔️ Insurance planning ✔️ Other compliances required

  • How does an online CFP consultation work?

    Consulting a CFP online is very simple and an effective way of getting professional advice. 1) You book an consolation with the CFP 2) We schedule a call 3) Speak with the expert and get answers to all your questions

  • How do I make best use of this session?

    Keep a list of questions and relevant documents handy with you. Make sure you ask specific questions so that our expert can guide you in a precise manner.

  • What should I do if I need regular advice from an expert?

    Our team will be happy to assist you with custom packages wherein you can book multiple sessions with our experts.