Sneha Mileen Vasudeo, Certified Financial Planner
Grow your Wealth with smart Mutual Fund & Stock Portfolios
I create mutual fund and stock portfolios to help professionals and families grow wealth with clarity and confidence. No jargon. No guesswork.
Sneha Mileen Vasudeo
Certified Financial Planner
Consultation Details
Location
Google Meet
Date + Time
Multiple slots
Duration
45 mins
Language
English
SEBI RA: INH000012616
Why Book a 1:1 Consultation?
Understand how portfolios are built using research-driven methods rooted in clarity and discipline.
Learn the principles behind mutual fund and stock selection focused on long-term wealth creation.
Experience how recommendations are made,
tracked and adjusted with complete transparency.
Use this session to assess if the approach and strategy align with your expectations.
Know your Advisor's Approach
DIY Investors: Ready to Invest Portfolios:
These Portfolios are perfect for?
Working Professionals
Freelancers & Solopreneurs
Self-employed Professionals
Business Owners
Investing ₹50 Lakhs or More? Don’t DIY Yet.
Capital at Scale Needs Clarity, Not Guesswork
Investing larger amounts requires structured thinking, not scattered DIY moves.
Avoid Overexposure and Unbalanced Allocation
Larger portfolios often unknowingly carry concentration risks.
Understand What Works and What Doesn’t
Strategies that work for smaller investors may not
be effective (or efficient) when stakes are higher.
Build with Purpose, Not Just Products
Instead of chasing the next big fund or stock tip, discover investments with real outcomes.
Meet your Certified Financial Planner: SNEHA VASUDEO
Sneha Mileen Vasudeo
Certified Financial Planner
Trusted Guidance
Expertise
Smart Investing
Strategy
Hi, I’m Sneha Vasudeo, your Certified Financial Planner and
I'm SEBI Registered.
I help people make smarter choices with mutual funds and stocks,
using clear strategies backed by solid research.
​
With years of hands-on experience and globally recognized certifications, I simplify investing and guide you with honest, practical advice.
​
Think of me as your financial thinking partner, here to help you grow wealth, avoid costly mistakes, and feel confident every step of the way.
SEBI RA: INH000012616
SNEHA VASUDEO
SEBI Registration Details -
Registered Analyst: INH000012616
Name: Sneha Vasudeo
CONTACT
Swastik Building, JSS Road, Mumbai: 400002
P: +91 8655072338
E: svasudeo@snehavasudeo.com
SEBI
Securities & Exchange Board of IndiaG Block, Near Bank of India, Plot No. C 4-A,G Block Rd, Bandra Kurla Complex, Bandra East,Mumbai, Maharashtra 400051
Principal Officer - Sneha Vasudeo
P: +91 8655072338
E: svasudeo@snehavasudeo.com
DISCLAIMER
Investment in the securities market is subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors
Stocks discussed in any presentation or video are purely for educational purposes and are not to be construed as trading or investment advice.
By proceeding, you acknowledge and agree that the returns displayed on this platform are provided for informational purposes only and are not intended to serve as advertisements or promotions influencing your investment decisions.
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