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Vitamin-M Wealth Clinic - WeSpread Profile

Vitamin-M Wealth Clinic

Vitamin-M is a financial planning and advisory services company founded by Dr. Srikant Tapadiya. Dr. Srikant Tapadiya has been recognized with an honorary doctorate for his significant contributions and achievements in the field of Financial Planning, His expertise lies in utilizing Risk Management solutions and tools to design a fool proof Financial Plan for his clients. He is a Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management, and has been serving in the Financial Planning profession for over 18 years. Additionally, Dr. Srikant has now earned the designation of Chartered Trust and Estate Planner (CTEP). Dr. Srikant is a member of the prestigious Million Dollar Round Table (MDRT) club for five consecutive years and is also a member of the Court of the Table (COT). He specializes in Mutual Funds, Life Insurance, Health Insurance, Motor Insurance, and various other Risk Management advisory services. As a Chartered Trust and Estate Planner (CTEP), Dr. Srikant is well-equipped to provide expert advice in Estate Planning and Legacy Planning for his clients.

Location : Bengaluru

Languages Available: Hindi, Kannada, English

199 Per Video Consultation

Services

Mutual Fund Consulting

Health Insurance

TERM Life Insurance

Motor Insurance

corporate companies

Wealth Management

Tax Planning

Sectors

Business and Finance

Overview
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1 hours
response time
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Services
available remotely
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Established In
2005 year
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Over 8
Staff
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