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VINOD CHVAN CFP

Licensed Trusted

Dedicated and customer-focused LIC Insurance Advisor with expertise in Life Insurance, Financial Planning, Retirement Planning, Child Education Plans, Health Insurance, and Savings Solutions. Committed to providing honest guidance and helping clients achieve financial security through personalized insurance solutions.

25 years
1000 clients
English, Hindi, Marathi
Health
Life
Motor
5.0 (7 reviews)

Certifications & Licenses

IRDAI Certified Insurance Agent
License No: 0069590C
FPSB BOARD CFP (September 2010)
AMFI License (June 2006)
Obtained IRDA License (June 2001)

Career Timeline

June 2001
CertificationObtained IRDA License
June 2006
CertificationAMFI License
August 2008
AchievementTop Performer Award
September 2010
CertificationFPSB BOARD CFP
January 2021
Career EventMDRT
January 2023
Career EventMDRT
January 2024
Career EventMDRT
March 2026
Career EventMDRT

Achievements

Top Performer Award

Performance Stats

1000
Clients Served
200
Claims Processed
90%
Success Rate
180
Claims Settled
—
Claims Value (₹)
< 2 hours
Response Time
5.0
Rating

Service Fees

Free
New Policy
Free
Claim Help
Free
Review

Media

Client Reviews & Ratings

SECTION 1

Website Reviews & Rating

7 total ratings

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Client Feedback & Reviews

Showing 5 of 7 reviews
A
Anup Singh Rawat
Oct 12, 2026

Since 1997 I am associate with Mr, Vinood and he is taking care of my all financial... Appreciated 👍

A
Anil Bhartiya
Oct 04, 2026

Association with Mr. Vinod is a gift of God to me.. He was a great help to me in my very difficult situations as a rescuer.

A
Anil bhartiya
Oct 03, 2026

Vinod is very good . He not only suggest as per the requirements but also for the betterment

A
Ashutosh Rai
Oct 03, 2026

It is great experience and always gets good financial advice which has always helped me and my family to be in safe zone when it is related to investment in mutual fund / LIC and further to protect my family through Medical Insurance. Always want to say special thank you to you for your valuable assistance and advice.

A
Ashutosh
Oct 03, 2026

I personally now to vinod from last many year and he explain policy details very properly I really appreciated

S
Sachin sakharam mundaye
Oct 03, 2026

Very good financial advisor who had manages my portfolio and also updated me on time to time what is exact position and values of my invested wealth

R
RAJESH C CHAVAN CHAVAN
Oct 01, 2026

Very good advisor to take care of my funds and give valued advice time to time to shift accordingly to my requirement