Your Financial Planner - Certified Financial Planner (CFP) Distributors
Member since Feb 25, 2017
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About Me
Hi,
I'm helping people to reach their Financial Goals by planning their Investments, insurance and taxes effectively based on the client's needs and suitability. I'm helping my clients to understand the concept of Personal Finance and make them Financially wise.
About Work Experience
The Services I provide
1.Mutual Funds
2.Life Insurance
3.Health Insurance
4.Pension Plans
5.Tax Planning
6.Retirement Planning
7.Financial Planning
8.Investment Planning
9.Debt Management
Experience & Qualification
Qualification
CFP, BE, NISM V A, IRDA I..
Experience as an Advisor
4 Years
Total work Experience
3 Years
Services and Advisory Offered
Certified Financial Planner (CFP)
Affiliations
- Mutual Fund Houses
- Life Insurance Corporation of India
- Religare Health Insurance
- ICICI Prudential Life Insurance
- Max Bupa Health Insurance
Awards & Recognition
-
Not Specified
Address
Your Financial Planner
24/28,
Saravanampatti,
Coimbatore,
Tamil Nadu, 641035
LICENSE
|
Certified Financial Planner (CFP) -
FPSBI No.
00101220 - Validity -
31-12-2050
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