Vinsan Financial Services Pvt Ltd was established and registered under companies Act, 1956 in the year 2011. Founded by Vinita Kejriwal, a full-scale wealth management and servicing company offering diverse financial solutions. It offers a wide variety of financial solutions to its clients that include Mutual Funds, Fixed Deposits, Bonds , Insurance (life & general ) , PMS , AIF & alternate assets.
We have well qualified team in place to help out clients in various stages of their financial planning process. Our team is certified from AMFI to ensure that our clients get the best Financial Services for all their important life goals. To be in the top most, Add Our Team attend meetings, industry level training, conferences and much more regularly. With advanced CRM in place, our clients have the ease in accessing their portfolio, use various financial tools and many such functions in just few clicks. Our website is integrated with BSE & NSE, hence offering complete ease of buying/selling/redeeming MFs investments anytime anywhere. Our App based service is easy to use and super convenient for those who are always on the move.
Our aim is to capture the good opportunities from the world and turn them into lifelong value for people, business, and society through planning and investments.
We aspire to be a recognized financial service provider, leveraging the best of technology, people and ideas. We are here to help the client’s need to achieve the goals by right planning.
We are Wealth Management Boutique and committed towards providing quality services to clients. During the journey we have catered to more than 600 unique clients and are catering to an ever growing family. We understand your needs and help you to choose the best suited investment option from the maze of financial products available in the market. Our experienced team of professionals will guide you to make the right choice tailored to your requirement rather than piling on a product. On the contrary we recommend a cluster of funds that fit in the investor’s risk appetite and are most likely to meet the desired financial objectives.
We believe that a company is known not just by the way it meets the need of its customers but how it goes on to delight the customer. We also believe in transparent business practices to make sure that you are always aware of the status of your investments.
Vinita Kejriwal, CA & CFP and NSRCEL Goldman Sachs 10,000 Women Program with a total experience of 19+ years in the financial industry. During these 19+ years of experience, she was also associated with HDFC AMC for 7 years.
Vinita, Founder & CEO, conducts interactive workshops and seminars for financial awareness. So far she has conducted over 50+ training educating more than 5000 lives. Her Mission is to enrich 1 Million Lives through financial literacy and women empowerment enabling them to take independent financial decisions.
A keen and cheerful learner and never wanting to give up, she is aggressively passionate about Mutual Funds and feels it should be one of the best ways of wealth creation.
“There is no doubt about this - financial stability provides the greatest satisfaction & comfort to an individual’s life. Who wants to be worried and stressed about their financial future all the time? Everyone works hard in their present in order to be able to provide a comfortable and secure lifestyle for themselves & their families. Hence, financial freedom is very crucial and one needs to plan for it at the earliest to generate wealth for the future.”
- Vinita
Amit Kumar Kejriwal, key member of the organization has 15 years of rich experience in different industries. He aim to help out individuals and families alike, to gain complete financial independence through this platform.
“Financial planning is very important. It is the only method through which we can be assured of leading a comfortable life- now and in the future as well. It’s only possible with proper planning and choosing the right investment which will allow you to plan your life efficiently and achieve all your goals.”
- Amit
CA Debayan Patra is a Fellow Member of the Institute of Chartered Accountants of India and was the Chairman of EIRC for 2023-2024. He got 27th all India Rank in CA Entrance Exams in 2007. He is one of the youngest elected Regional Council Members elected at the age of 30 years and was one of the youngest Chairman of EIRC.
He became the youngest President of the oldest association of Chartered Accountants in India, the Accountants' Library during 2022-23. He is known for his visibility and knowledge sharing activities through digital media.
He is also a Certified Financial Planner and a Registered Valuer for Securities or Financial Assets.
“Commitment to empower individuals and families with the knowledge and tools necessary to secure their financial future and striving to create widespread awareness about the importance of financial literacy and personal planning, ensuring that everyone has the capability to make informed decisions for their financial well-being.”
- Debayan Patra
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