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
About Vipul Sinha
Co-Founder – PocketPlanz | Financial Planning & Wealth Protection…
Experience
Co-founder and Senior Investment Consultant
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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