Vipul Sinha

Empowering Smart Financial Choices | Investment & Insurance Specialist | Co-Founder, PocketPlanz

Role
Co-founder and Senior Investment Consultant at Pocketplanz
Location
Lucknow, UP, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Vipul Sinha

Co-Founder – PocketPlanz | Financial Planning & Wealth Protection…

Experience

  1. Co-founder and Senior Investment Consultant

    Pocketplanz

    Sep 2023 — Present · Lucknow, IN

    Co-Founder – PocketPlanz | Financial Planning & Wealth Protection SpecialistGuiding Individuals & Business Owners Toward Smarter Financial Decisions.As the Co-Founder of PocketPlanz, my purpose is to make financial planning simple, practical, and personalized for everyone. I work closely with individuals, families, and business owners to help them protect their wealth, grow their savings, and plan for a secure future.My core focus areas include: Investment Planning - aligned with your goals Retirement Planning - for a worry-free tomorrow Health & Life Insurance to safeguard your future Custom Financial Solutions that fit your lifestyleWith a deep understanding of finance and a client-first approach, I believe in creating financial strategies that bring clarity, confidence, and long-term value.

Education

  • Indian Institute of Banking and Finance

    Diploma in Banking and Finance

    2011 — 2011

  • Ranchi University

    Bachelor of Commerce - BCom

    1997 — 2001

Skills

  • Hacking
  • Network Security
  • Red Hat Linux
  • Programming
  • Server Administration

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Vipul Sinha — Co-founder and Senior Investment Consultant at Pocketplanz in Lucknow, UP, IN | Unifers