About Me
We offer professional services and provide wholisitic advisory services with respect to your investments and insurance. We deal with wide range of products like Mutual Funds, Insurance, Bonds, Fixed Deposits, NCDs, Shares, etc and offer guidance as best suited for the investors.
About Work Experience
We are committed team based at chennai serving about 750 investors managing assets close to 220 crores. We specialise in Financial Planning including tax planning, Children Future Planning, Retirement Planning, and other financial goal based planning.
Experience & Qualification
Qualification
CFP
Experience as an Advisor
22 Years
Total work Experience
22 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)