About Us

No Longer Just An Insurance Agent... We Are Growing

Financial Planner

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 :
We offer a Single Point Access for all the Financial Products available in the market. Our Rich Product Basket, covers almost all financial products which addresses all the financial needs of the clients’ through one single portal of investments.

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​​

SEP 1994
Part-Time LIC Agent

Without This, You Could Not Have Landed On This Website

JUL 1995
Courageous Step
Agency As A Career

Agency As A Career Founder - Vilas Vaidya Left His Job & Chose LIC Agency As His Career

JAN 1997
First Recognition
Shatakveer Advisor Award

Thanks To All Our Well-Wishers For Motivating Us

NOV 1998
Allied Vertical
General Insurance Vertical

Why Restrict To Just Life, When People Wanted General Too !

JUN 1999
Club Entry
BM Club Award

Our Entry Into The League Of Performers

FEB 2000
Our Mobile Office
Bought Our First Car

Every Middle-Class Man Dreams Of It

JAN 2001
My First Ever
Our First Office Premises

Not A Rent - It Bacame Our Investment

OCT 2003
Amognst World's Best
MDRT Recognition

Very Few Qualify This & We Became One Of Those

DEC 2004
Top Level LIC Club
Chairmans Club Award

Got Membership Amongst The Top Club In LIC

APR 2007
Growth Story
Mutual Funds Vertical

The Need For Clients Money To Grow - Mutual Funds Sahi Hai

MAR 2008
Joining The Pioneers
Star Health Agency

Identified The Upcoming Sector & Joined Hands With Pioneers

AUG 2009
The Best Promotion
Star Health Sales Manager

Looking At Performance, Got Promoted As Sales Managers

SEP 2010
Turning Point
Ameya Vaidya Joins Vaidya Group

The Second Generation Joins The Growth Journey

FEB 2011
Academic Accolades
Ameya Gets Cerified For LIII, CPFA & AFP

No Longer An Agent, But A Financial Planner

OCT 2012
Our MF Leap
Mutual Fund Clients AUM Crosses 10 Crores

Isn't It Simply Great

NOV 2014
Ahead Of Time
Software Vertical

Financial Planning Software Venture Started

JUN 2015
Knowledge Is Wealth
Birth Of Udaan Sales Academy

Our Trainings Make Difference In Agent's Career

AUG 2016
No More Rents
Bought Our New Office Premises

We Call It Springboard Of Our Success

APR 2018
I Am The Best
Chairmans Club Of Star Qualifier

We Became One Of The Few In India To Qualify CM Club

DEC 2019
This Time Bigger
Badaa Hai To Behtar Hai

Office Gets Bigger With Capacity Of 40

JAN 2020
Making Difference
Udaan completes 5000 Participants

Making Difference On A Large Scale

APR 2021
For You Always
Vaidya Group Has 20 Support Executives

Our Back-Bone, Our Strength, Our Inspiration

MAR 2022
Something Great
30 Crores Retail Health Premium

We Rank Amongst The Top Sales Manager In India In Star Health