Mr Vinod Fogla, Founder
Welcome To My Wealth
Vinod Fogla, the visionary founder of My Wealth and a Certified Financial Planner with a passion for empowering individuals across India to achieve financial success. With a robust knowledge of personal finance, Vinod is a sought-after expert, regularly featured on the esteemed PATRIKA TV LIVE channel as well as contributing insightful columns on personal finance to Rajasthan Patrika and News First newspapers.
Equipped with prestigious qualifications including CFP, MBA (Finance), and certifications like NISM VI-A and CDSL, Vinod brings a wealth of expertise to the table. He is not only an avid reader but also a savvy investor, constantly seeking new opportunities to optimize portfolios and drive financial growth for his clients.
With a diverse portfolio spanning over 1000 families nationwide, Vinod has amassed over 500 hours of experience conducting Investor Awareness Programs, empowering individuals with the knowledge and tools they need to make informed financial decisions.
Equipped with prestigious qualifications including CFP, MBA (Finance), and certifications like NISM VI-A and CDSL, Vinod brings a wealth of expertise to the table. He is not only an avid reader but also a savvy investor, constantly seeking new opportunities to optimize portfolios and drive financial growth for his clients.
With a diverse portfolio spanning over 1000 families nationwide, Vinod has amassed over 500 hours of experience conducting Investor Awareness Programs, empowering individuals with the knowledge and tools they need to make informed financial decisions.
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Why Us?
01
Client Centric Approach
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.
02
Rich Product Basket
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
03
Focuss on Customer Satisfaction
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
04
Value Added Services
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
05
Right Experience & Skills
We have over years of experience in financial advisory and products distribution space. Our experience.
06
Driven by Passion
Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.
