
Vitamin-M Wealth Clinic
Languages Available
Hindi, Kannada, English
Location
Bengaluru
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.
Mutual Fund Consulting
Health Insurance
TERM Life Insurance
Motor Insurance
corporate companies
Wealth Management
Tax Planning
Business and Finance
response time
available remotely
2005 year
Staff










Customer Reviews

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
Mutual Fund Consulting
Health Insurance
TERM Life Insurance
Motor Insurance
corporate companies
Wealth Management
Tax Planning
Business and Finance
response time
available remotely
2005 year
Staff









