About

ABOUT

Vai’s PRO-ACTIVE FINANCIAL SERVICES is a Registered Trademark Individual Firm, Functioning with the Objective of Imparting Right Financial Knowledge among People.

The Founder Mr.N.VAIDYANATHAN., FChFP.,QPFP., started the Journey in the Year 2000, as a Life Insurance Provider, and extended the foot print into Home loan from the year 2003. As a person, with a passion of Knowledge Seeking and Belief in Continuous Improvement, he pursued his first course called FChFP (Fellow Chartered Financial Practitioner), from APFinSA  ( Asia Pacific Financial Services Association), Singapore in the year 2009 and completed the same in the year 2012. From there, on believing in Financial Planning Methodology, having a hope of giving the best on all aspects, the services got extended to Customers in Mutual Funds, from the year 2013.

As of now, PRO-ACTIVE FINANCIAL SERVICES taking care of around 850+ Customers, on the portfolio of Life Insurance, Mutual Funds, Home loans, Health Insurance , Company Deposits, Financial Life Map Designing, & other related services, for the past two decades, presently with a team size of 7 members.

Mr.Vaidyanathan also, ventured into Corporate Training, from the year 2019, on the topic of, having awareness on Financial Planning life Importance. So far, he has given 60+ session covering 1400+ audiences, on well known reputed Corporate Companies till date. He has also appeared in several live Television Programs, on different Channels.

Adding to the Feather in the cap, he has recently acquired, the most Prestigious title in the Financial Domain called QPFP (Qualified Personal Finance Professional), from a well reputed forum Network FP, from India.

PRO-ACTIVE FINANCIAL SERVICES always working on with the following Vision & Mission:

Vai’s Pro-Active Financial Services, marching towards with the additional vision of helping minimum 5000 + clients, in the next 5 years time frame, for their Financial Well Being.