Gain Orbit - Certified Financial Planner (CFP) Distributors
Member since Nov 25, 2020
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About Me
Myself Jeyvenkatesh Rajagopal, I am a Certified Financial Planner, Qualified Personal Finance Professional, having nearly 2 decades of experience in Financial products like Life Insurance, Health Insurance, Mutual Funds, Investments into Equity, PPF, Postoffice Schemes, NPS, Corporate Fixed Deposits. Serving clients with all age groups, and across the country and NRIs across the globe. We Conduct Awareness Sessions and help all kind of professionals aware of their Personal Finance and even helps them in achieving Financial Freedom. Educating individuals in investments on the benefit of the Power of Compounding and Long term Investing, Goal-Based Approach, and Sticking to Asset Allocation methodology.
About Work Experience
Into Advising and Distribution of Financial Products since 2003. Life & Health Insurance, Mutual Funds, PMS, PPF, Post office Savings Schemes, Corporate Fixed Deposits, etc.
Experience & Qualification
Qualification
MCA
Experience as an Advisor
19 Years
Total work Experience
12 Years
Services and Advisory Offered
Mutual Fund
Post Office Schemes
Certified Financial Planner (CFP)
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
Housing Loans
Will Writing Services
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Gain Orbit
74-1A, 1st Floor, Papanna Gounder Complex,
SRP Mills Bus Stop, Sivanandhapuram,
Saravanampatti,
Coimbatore,
Tamil Nadu, 641035
LICENSE
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Mutual Fund -
ARN No.
95730 - Validity -
30-06-2023
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