Prahalad Gopalrao - Certified Financial Planner (CFP) Distributors
Member since Apr 8, 2013
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About Me
Build a long term relationship with clients for personalised financial solutions and to help them create wealth for achieving their goals.
About Work Experience
Past 9 years I am providing Unbiased, need Based and Fee Based Mutual Fund advisory, life Insurance and Health Insurance advisory. From last 3 Years we are providing Comprehensive Financial Planning services.
Experience & Qualification
Qualification
MBA, CFP
Experience as an Advisor
9 Years
Total work Experience
9 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Certified Financial Planner (CFP)
IPOs, Bonds & NCDs
Financial Education Providers
Gold Saving Plans
Fixed Deposits
Affiliations
- Financial Planning Standard Board of India. Association of Mutual Funds in India. Life Insurance companies.Health Insurance Companies.
Awards & Recognition
-
Not Specified
Address
Prahalad
3847/7, 1st Floor, 3rd Main, 4th,
Cross, B Block, Subramanya Nagar,
Rajajinagar,
Bangalore,
Karnataka, 560010
LICENSE
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Mutual Fund -
ARN No.
27548 - Validity -
31-03-2015
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