Vinay Mahant
Chartered Financial Advisor @Asquire Wealth Management Limited
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WORK HISTORY
Chartered Financial Advisor @Asquire Wealth Management Limited
London, GB
EDUCATION
University of Mumbai
M.Com
B. K. Birla College (Autonomous), Kalyan
Bachelor of Commerce - BCom
University of Exeter
M.Sc in Finance and Investment
ABOUT VINAY MAHANT
A highly driven and strategic Chartered Financial Advisor with a strong foundation in financial planning, investment advice, and wealth management. Holding the CISI Level 4 Diploma in Investment Advice & Paraplanning, M.Sc. Finance and Investment, and CFP® license, I bring hands-on experience from Asquire Wealth Management and F.C Financial Planners, where I supported HNWIs with tailored solutions. Skilled in cash flow modeling, tax-efficient strategies, and portfolio analysis, I am committed to delivering exceptional client service and optimizing financial outcomes.
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