About Us
No Longer Just An Insurance Agent... We Are Growing
Financial Planner
Founder
Our Story
Vilas Vaidya, A Mentor For Insurance
Advisors & A Successful Entrepreneur In
Financial Advisory Business Has Been
Instrumental In Helping His Organization
Grow In Leaps & Bounds. Starting As An
Ordinary Insurance Agent, He Further
Augmented His Scope To Allied Industry
Of Mutual Funds, Gen. Insurance, Bonds
& PMS/AIF . He Now Oversees The Mutual
Funds & Fixed Returns Portfolio For Our
Select Clients & Spends Time Motivating
& Guiding Financial Advisors.
Ameya Vilas Vaidya, Takes Pride In
Carrying Forward The Legacy Of His Father.
Not Limiting Himself To Just Financial
Planning & Health Insurance Expertise...
He Has Diversied The Business Lines To
3 Different Verticals On B2B Platform.
All These Verticals - Vine Edutech,
Udaan Academy & Team Vaidya - Aim
Towards Coaching Financial Advisors &
Retail Investors To Take Financial Investmt.
Decisions Through A Holistic Approach -
Thereby Providing Prudent Advise.
Why Vaidya Group?
Goal Oriented Approach :
We follow a Goal Oriented Approach for each of our clients’. We prioritise on clients’ Financial Goals and Needs, depending on his current Financial Situation, and develop a comprehensive and customised Financial Plan for him.
Client Centric Approach :
Depending upon the Individual Financial Plan of the Client, we offer and advise financial products that are best suitable for achieving all the client goals. Our job as an adviser is to handhold our clients throughout his journey of Investments with us, be it during any crisis, boom or volatility of the market.
Quick Response to Queries :
We are highly skilled and trained to handle all kinds of Client Queries. We provide immediate and multiple solutions for our clients at any and every step of their Financial Journey.
Techno-Savvy Way :
All the processes at our firm are technology based and online. We do minimum use of paper work and have maximum efficiency in our systems. Clients can be updated with their investments from anywhere in the world.
Rich Product Basket :
Driven By Passion :
Our Passion is to create wealth for our clients and make them Financially Independent. Our Passion only drives us to provide complete support to our clients for every need.
Meet The Team
