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Vinay Goenka

Kotak Mahindra, Inc.

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About Vinay Goenka

Vinay Goenka is a financial advisor with Kotak Mahindra, Inc.. Vinay is registered with the state of New York. Vinay has been in the financial services industry since 2008 and has experience with Series 63, Series 7, SIE, and Series 24 exams. Vinay works in the NEW YORK, NY branch office of Kotak Mahindra, Inc..

Firm Information

Vinay Goenka is currently registered with Kotak Mahindra, Inc.. Kotak Mahindra, Inc. is a corporation formed on June 23, 1998 and is registered in 34 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Vinay Goenka’s Registration & Firm History

NY

01/01/2008 - Present

Kotak Mahindra, Inc. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/11/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/18/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Vinay Goenka.
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