Nallasami - Certified Financial Planner (CFP) Advisor in Coimbatore Central, Coimbatore

Nallasami - Certified Financial Planner (CFP) Distributors

Member since Feb 15, 2025

9585505151

nallasami.v@gmail.com

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About Me

“I am Nallasami V, a Certified Financial Planner and Wealth Manager. I help individuals manage their money to achieve their financial goals through Mutual Funds, PMS (Portfolio Management Service), AIF (Alternative Investment Fund), Retirement Solutions, Wills, Trusts, and Inheritance Planning. My priority is ensuring that clients enjoy complete peace of mind and relaxation, knowing their financial future is in safe hands.”

About Work Experience

“I am Nallasami V, a Certified Financial Planner and Wealth Manager with nearly 25 years of experience in financial products. My career began at Lupin Limited as a Medical Specialist, working closely with doctors. I then gained entrepreneurial experience at a startup before joining ICICI Prudential Life Insurance Limited, where I spent 5 years deepening my expertise in financial services. Pursuing my passion for comprehensive financial planning, I became a Certified Financial Planner. Additionally, I hold an LLB degree and am a member of the Bar Council of India, enabling me to serve clients with Wills, Trusts, and Inheritance Planning. My goal is to provide clients with complete peace of mind and financial clarity.”

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