About Me
S.Mahesh,M.Com.(1999),CPFA (2011),CFP (2006),FChFP (2-12),CWM (2013),AMFI (2012),IRDA (2010)
About Work Experience
I am also a CA (Intermediate) and CWA (Intermediate) passed candidate. I shifted from Finance and Accounts to Financial Planning 3 years ago
Experience & Qualification
Qualification
M.Com, CPFA, CFP, FChFP, ..
Experience as an Advisor
3 Years
Total work Experience
12 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
Certified Financial Planner (CFP)
IPOs, Bonds & NCDs
Housing Loans
Financial Education Providers
Fixed Deposits