Vinod Prajapati
Founder & CEO
A Certified Financial Planner (CFP) accredited by the Financial Planning Standard Board (FPSB).
As a seasoned Personal Financial Advisor, he demonstrates exceptional proficiency in steering financial planning initiatives from conception to implementation
- Expertise
Financial Planning
Leverage our in-depth knowledge and experience to craft strategic financial plans tailored to your needs.
Market Research and Analysis
Benefit from our rigorous analysis and insights to make informed investment decisions in dynamic markets.
Process Optimization
Streamline your operations and enhance efficiency with our expertise in process optimization.
Business Strategy Development
Drive growth and innovation with our strategic guidance and tailored business strategies designed to meet your objectives.
- About Vinod Prajapati
Vinod Prajapati is an accomplished Personal Financial Planner committed to assisting individuals and families in achieving their life goals through tailored financial and wealth management solutions. With a robust background in banking and personal finance, Vinod brings a wealth of expertise to his role as a Certified Financial Planner.
Before founding Millionsworth Financial Planner, Vinod gained valuable experience in the financial industry through various pivotal roles. He served at Plan Ahead Wealth Advisors, where he excelled as a Research and Product Development Associate, as well as a Senior Paraplanner. During his tenure, Vinod adeptly oversaw financial planning projects from inception to implementation, showcasing his ability to create bespoke financial solutions for high net worth clients.
Prior to his tenure at Plan Ahead Wealth Advisors, Vinod held a key position as an NRI Banking Relationship Manager at HDFC Bank Ltd, where he specialized in relationship management and financial products tailored for Non-Resident Indians.
Vinod’s journey in the financial sector began at ADFC Pvt Ltd, where he served as a phone banking officer, before transitioning to ICICI Bank Ltd. At ICICI Bank, he held diverse roles encompassing customer servicing, demat desk operations, and privilege banking, thereby solidifying his foundation in banking operations and customer relations.
Vinod is a graduate of Mumbai University, holding a Bachelor’s degree in Management Studies with a specialization in Finance & International Finance. In 2017, he earned the prestigious Certified Financial Planner (CFP) credential, further enhancing his expertise in the field.
An exceptional achievement in Vinod’s career is his recognition as India’s first perfect planner. Vinod Prajapati of Millionsworth Financial Services emerged as the winner of a rigorous contest that saw participation from 113 financial intermediaries. His entry stood out for its meticulous attention to detail, including provisions for future healthcare needs and offering multiple options to clients to manage existing liabilities, as acknowledged by the jury.
Committed to delivering exceptional service and empowering clients with informed financial decisions, Vinod remains dedicated to helping individuals and families attain financial security and prosperity.
Winner of "Perfect Planner" Award
Our founder & CEO, Vinod Prajapati, has been crowned India’s first perfect planner in a rigorous contest featuring 113 esteemed financial intermediaries. Prajapati’s exceptional entry impressed the jury with its meticulous attention to detail and comprehensive approach to financial planning.
The jury highlighted Prajapati’s ability to address even the smallest nuances, such as provisioning for Preeti’s mother-in-law’s future healthcare needs, and offering multiple solutions to tackle existing liabilities. Prajapati’s expertise shines through in his capacity to navigate complex financial scenarios with finesse.
With over 10 years of valuable experience in banks and wealth management firms, and armed with a bachelor’s degree in Management Studies and CFP credentials, Prajapati brings a wealth of expertise to his role as a financial planner.
Click on “Read More” below to explore the detailed case study highlighting Prajapati’s exemplary financial planning prowess, showcasing his commitment to delivering exceptional service and tailored solutions to his clients.
