At RVFinEdge, we provide comprehensive financial consulting designed to help you protect your income, grow your wealth, and plan for the future. Led by Certified Financial Planner Vinod Chavan, our services are personalized, transparent, and built around your life goals — not just products.
Secure Your Child’s Future — Today
Planning for your child’s career and higher education can be overwhelming. We help parents structure smart, future-proof investment plans that ensure your child’s dreams aren’t compromised by financial limitations.
Includes:
Goal-based savings plans
Inflation-adjusted education corpus calculation
Tax-efficient investment instruments
SIP planning for long-term education goals
Ideal For:
Parents of children aged 0–18
Live Freely, Retire Comfortably
We help you distinguish between wishful and forceful retirement. Our approach builds a long-term passive income stream that allows you to retire with dignity and financial stability — without depending on others.
Includes:
Retirement corpus planning
Passive income strategies (Money Tree model)
Emergency fund setup
Inflation-adjusted post-retirement planning
Ideal For:
Working professionals (age 25–55) and pre-retirees
Balance Today’s Needs With Tomorrow’s Goals
Our proprietary income-allocation method divides your income into essentials, EMIs, lifestyle, and saving buckets using a 30-30-30-10 Rule. We then apply short-term and long-term strategies to ensure financial discipline and wealth generation.
Includes:
Custom income split analysis
EMI planning
Long- and short-term savings strategy
Passive income generation
SIP + Insurance Combo Planning
Ideal For:
Working professionals, salaried individuals, freelancers
Protect What Matters Most
Unexpected events like illness, accidents, or death can derail your financial plan. Our risk management service ensures you and your family are protected — no matter what life throws your way.
Includes:
Life Insurance
Health Insurance
Critical Illness Cover
Disability Insurance
Term & Endowment Policy Advisory
LIC Plans & Custom Combinations
Ideal For:
Families, professionals, and business owners
Let Your Money Work for You
Whether you’re salaried, self-employed, or nearing retirement, we help you build multiple streams of income so you can achieve peace of mind, early retirement, or financial backup during emergencies.
Includes:
Rental income advisory
Dividend-yield mutual funds
Guaranteed LIC income plans
Monthly income schemes
Inflation-beating returns
Ideal For:
Individuals planning early retirement or financial freedom
At RVFinEdge, we understand that when it comes to your finances, trust, personalization, and expertise matter the most. Here’s what truly sets us apart:
We begin with your goals — not a sales pitch. Our plans are completely customized.
We believe in full honesty — no hidden agendas, only well-thought-out strategies.
With 20+ years in the industry and CFP credentials, we combine technical expertise with real-world practicality.
From insurance to mutual funds to passive income strategies, you get all financial solutions under one roof.
Book a free 1-on-1 consultation with Vinod Chavan and take the first step toward financial clarity.
