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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 (6 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
Obtained IRDA License
June 2006
AMFI License
August 2008
Top Performer Award
September 2010
FPSB BOARD CFP
January 2021
MDRT
January 2023
MDRT
January 2024
MDRT
March 2026
MDRT

Achievements

Top Performer Award

Performance Stats

1000
Clients Served
200
Claims Processed
90.00%%
Success Rate
—
Claims Settled
< 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

6 total ratings
A
Anil Bhartiya

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.

Oct 04, 2026
A
Anil bhartiya

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

Oct 03, 2026
A
Ashutosh Rai

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.

Oct 03, 2026
A
Ashutosh

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

Oct 03, 2026
S
Sachin sakharam mundaye

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

Oct 03, 2026
R
RAJESH C CHAVAN CHAVAN

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

Oct 01, 2026

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