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SEBI RA: INH000012616
Book 1:1 Personal Finance Consultation: https://snehavasudeo.exlyapp.com/e1af895f-84d9-493e-ac6b-ac2f6c427995

14/03/2025

The Wealth Blueprint: Exclusive Investor Awareness Program
📢 Limited to Just 20 Seats!

Hello! I’m Sneha Vasudeo, a Certified Financial Planner & SEBI-registered professional, and I’m hosting an exclusive Investor Awareness Program in Mumbai to help you master wealth creation through stocks and mutual funds.

📅 Program Details:
📌 Topic: Stocks & Mutual Funds – A Strategic Approach
📅 Date: Saturday, 22nd March
⏰ Time: 2 PM onwards (Duration: 2 hours)
🏢 Location: Marine Drive, Mumbai

Who Should Attend?
✅ Investors seeking a structured approach to wealth creation
✅ Anyone serious about long-term financial growth

🚫 Not a sales event – this is a knowledge-driven session focused on practical investing strategies.

💡 Investor Awareness at No Cost!
🎉 Followed by high tea & networking

👥 Seats Limited to 20 Only!
To keep this session highly interactive, only 20 participants will be invited.

📩 By Invite Only!
Secure your spot by filling out the registration form below.

🔗 Register now: https://exly.co/WWwZmo

Take the first step towards financial freedom—see you there! 🚀

Best regards,
Sneha Vasudeo
(SEBI Registered | Certified Financial Planner)

20/02/2025

💰 Here’s how you can generate an 80k income per month by investing just 40k. If generating income is your main goal for investing, this one’s for you!

💻 Hi, I’m Sneha Vasudeo, your certified financial planner, and yes, I’m SEBI registered.

📊 If you invest ₹40,000 per month in an SIP for 8 years, growing at just 12-14% annually, you’ll achieve a ₹1 crore corpus.

📊 Now, after 8 years, you can withdraw ₹80,000 every month through a systematic withdrawal plan – that’s literally double what you invested.

🕰️ After 8 years, you’ll have withdrawn ₹76 lakhs, but your ₹1 crore corpus remains intact!

💥 That’s the power of SIP and SWP working together.

13/02/2025

Have you fully taken advantage on the dip in the market?

10/02/2025

Hi, I'm Sneha Vasudeo, your Certified Financial Planner (CFP®) and yes I am SEBI Registered (INH000012616).

I hold a Certification in Financial Planning from the Financial Planning Standards Board, USA, a globally recognized credential across 27 countries. Since becoming SEBI-registered in 2023, my primary focus has been on the Indian financial markets.

Unlike large financial firms catering to thousands, my vision is to build a boutique financial services firm that works exclusively with select families, fostering deep, long-term relationships. My goal is to grow together with my clients, ensuring long term financial stability.

My head office is in South Mumbai, but we serve clients all over India virtually, making expert financial guidance accessible from anywhere. I regularly travel to Pune, Nashik, and Nagpur. If you're in these areas, we can arrange a personal meeting.

For NRIs and OCI holders, I provide services to families based only in the UK and UAE. As I have family in these countries, it allow me to travel and offer hands-on financial guidance whenever required.

🔗 Book a 1:1 online personal finance consultation and become part of our financial family today:

27/01/2025

👤At 28, he’s an IT professional with big financial goals: paying back his parents and buying a house in 10 years.

📈 With a monthly surplus of ₹30,000 and a ₹15 lakh FD from his grandparents, he’s shifting to mutual funds to build a ₹1 crore fund for his parents’ future.

📉 However, in an attempt to diversify, he invested in 15 different funds, leading to extreme overlaps. The result? A portfolio that isn’t as diversified as he thought.

💴 To achieve his goals, he needs to streamline his investments with 5-7 carefully selected funds. With the right strategy, he can still reach ₹1 crore for his parents and ₹35 lakhs for a house down payment

🔥 Disclaimer: If you are looking forward to starting your journey in investing and want my help in making you FINANCIALLY FREE, book a small meeting with me. We do not onboard clients without this meeting.

[FinancialPlanning, InvestmentJourney, FinancialAdvisor, MoneyGoals]

20/01/2025

🚀 Your goal is to save ₹15 crores by the time you’re 45-50 for an early and financially secure retirement. Sounds like a big number, right? But it’s not impossible when you plan right! 🧑‍💼

At 31, with monthly expenses of ₹75,000, calculators might say ₹5.5 crores will do, but we know personal finance isn’t that simple! 💡

Purpose matters more than money. Are you ready to live a life full of adventures and meaningful goals? 🌍 One couple set their retirement goal at ₹15 crores to open a school in a village! 🏫

But here’s the catch: investing in small-cap funds like Nippon India Small Cap and SBI Small Cap can be risky. The right strategy is about balance—don’t go all-in on high-risk funds. 📊

Start with ₹1,00,000/month SIP, with a 10% step-up, and you’re on track to hit your ₹15 crore goal in 17-20 years! 🔥

🔥 Disclaimer: If you are looking forward to starting your journey in investing and want my help in making you FINANCIALLY FREE, book a small meeting with me. We do not onboard clients without this meeting.

[FinancialPlanning, InvestmentJourney, FinancialAdvisor, MoneyGoals]

08/01/2025

🏠💼 Case Study: Smart Goal-Based Investing 🍼📚

Meet a 32-year-old earning ₹2.3L per month, paying ₹55K in rent, and caring for a newborn and a 5-year-old. Managing cash flow from investments is critical, yet many focus heavily on short-term goals, compromising long-term priorities. Sound familiar?

🔑 That’s why we use a Goal Quadrant to help prioritize effectively.
📌 His Goals:
1️⃣ Fund both children’s education + create a safety fund of ₹60 crores in 8 years.
2️⃣ Move into a bigger house requiring ₹1.5 crore as a down payment.

With a monthly SIP of ₹75K and an annual 10% step-up, he can accumulate ₹1.63 crore in 8 years. If he continues for just 4 more years, this amount could double to ₹3.76 crore!

We designed a portfolio with funds tailored to these goals, prioritizing strong returns. When your investments perform well, your goals—from buying a dream home to securing your children’s future—stay within reach.

We onboard clients only after a 1:1 personal finance consultation. Book via the link in bio.

Disclaimer: Investments are subject to market risks. Please consult a professional before investing

03/01/2025

Hi, I’m Sneha Vasudeo, your Certified Financial Planner and a SEBI Registered Research Analyst. My mission? To help you grow your wealth through smart investments in stocks and mutual funds.

Let’s talk about a key trend: Equity Mutual Funds with the highest allocation in the IT-Software sector.

07/10/2024

🚨Change in Fund Managers can affect your mutual fund returns. Fund Managers are the riding decision makers of your investments. You cannot control where the fund managers invest your money. They can make or break your portfolio.

📈We help you select the right fund from 1000s of funds for your investments. We meet the fund managers personally and understand their investment strategy and make our decision.

🚨Ready to build wealth through mutual funds and stocks? Book a 1:1 consultation with Sneha Vasudeo to discover if she’s the perfect guide for your financial journey!

Address

Mumbai South
Mumbai
400002

Website

http://www.snehavasudeo.com/

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