Mahesh Veeramalai - NPS (National Pension Scheme) Distributors
Member since Mar 10, 2017
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About Me
1) An MBA Finance Professional having 19 years of experience and a thorough understanding of capital markets including investment banking, debt, and equity products.
2) I recommend financial instruments based on the Client profile and financial goal.
3) Handled Instruments like Mutual Funds, Bonds, Direct Equity, PMS, Insurance ( LI & GI ) Structured Equity Products and REIT funds.
4) Advisory Services on Equities only for Medium & long term.
5) Looking for a long-term relationship by giving unbiased advisory services.
About Work Experience
Having a thorough understanding of capital markets including investment banking, debt, and equity.
Having 19 years of experience as an investment advisor for Individuals and institutions to help them achieve their financial goals.
Handled products like Mutual Funds, Bonds, Direct Equity, PMS, Insurance ( LI & GI ) Structured Equity Products, and REIT funds.
Experience & Qualification
Qualification
MBA Finance
Experience as an Advisor
19 Years
Total work Experience
19 Years
Services and Advisory Offered
Mutual Fund
General Insurance
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Financial Education Providers
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Best Financial planner in FY2017
Address
Mahesh
CMH Road,
Indiranagar,
Indiranagar,
Bangalore,
Karnataka, 560038
LICENSE
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Mutual Fund -
ARN No.
ARN-78447 - Validity -
10-08-2024
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