Manivannan Gopalan - Tax Consultancy Distributors
Member since Oct 2, 2019
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About Me
Manivannan G is a Certified Financial Planner (CFP) and MBA (Finance). Manivannan is an alumnus of BITS-Pilani
and has rich experience of working in Fortune 50 companies across Banking industry. He quit his job as Finance
Manager in Global Oil company to start advisory firm. We provide Professional Investment Advisory and Financial
Planning Services and offer services to execute the plan to Resident Individuals and Non Resident Individuals.
Our Investment Advisor services is in the area of Mutual funds, Risk Management, Investment Planning, Wealth
Management, Tax & Estate Planning and Retirement Planning. We maintain client level segregation of advisory and
execution services to avoid any conflict of interest and ensure client get unbiased financial advice. We believe in
customer first approach and client’s interest are foremost.
About Work Experience
Experience includes working across multinational companies like JP Morgan, Australia NewZealand bank (ANZ), SHELL India and managing portfolios across Corporate and Investment Bank, Loans and Specialized finance and Treasury services
Experience & Qualification
Qualification
BE, MBA
Experience as an Advisor
10 Years
Total work Experience
15 Years
Services and Advisory Offered
Mutual Fund
Post Office Schemes
Tax Consultancy
Certified Financial Planner (CFP)
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Will Writing Services
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Manivannan
B108 Fortuna Center Park Apartments,
8th A Main 12th Cross Canara Bank Layout,
Vidyaranyapura,
Bangalore,
Karnataka, 560097
LICENSE
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Mutual Fund -
ARN No.
125900 - Validity -
21-07-2023
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