Balraj Tumma - Certified Financial Planner (CFP) Distributors
Member since Apr 26, 2013
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About Me
Balraj is a Commerce graduate with an overall experience of over 12 years in the field of Insurance, Investment Advisory and Comprehensive Financial Planning. He set up Net worth Financial Planning in June 2006 with the principal objective of providing unbiased fee based financial advisory services. He helps clients in cash flow management, debt management, Emergency fund planning,insurance planning, investment planning, retirement planning, milestone planning for children, Tax Planning and also provides second opinion on existing investments. He specializes in using the 6-Step Financial Planning Process to conduct an in-depth analysis of the clients personal financial goals and draw a holistic need based financial plan to help achieve their goals. He is a visiting faculty in CFP training institutes and has also conducted financial planning awareness sessions in corporate offices in the IT sector. A regular columnist in Eenadu siri, the largest regional daily in Andhra Pradesh, he is also a speaker for the investor awareness programs on financial planning conducted by Eenadu and has addressed an audience of more than 3000 members across Andhra Pradesh. He is also the expert speaker on a weekly program, My money, which is telecast live on CVR News, a regional TV channel.
About Work Experience
Balraj is a Commerce graduate with an overall experience of over 12 years in the field of Insurance, Investment Advisory and Comprehensive Financial Planning. He set up Net worth Financial Planning in June 2006 with the principal objective of providing unbiased fee based financial advisory services. He helps clients in cash flow management, debt management, Emergency fund planning,insurance planning, investment planning, retirement planning, milestone planning for children, Tax Planning and also provides second opinion on existing investments. He specializes in using the 6-Step Financial Planning Process to conduct an in-depth analysis of the clients personal financial goals and draw a holistic need based financial plan to help achieve their goals. He is a visiting faculty in CFP training institutes and has also conducted financial planning awareness sessions in corporate offices in the IT sector. A regular columnist in Eenadu siri, the largest regional daily in Andhra Pradesh, he is also a speaker for the investor awareness programs on financial planning conducted by Eenadu and has addressed an audience of more than 3000 members across Andhra Pradesh. He is also the expert speaker on a weekly program, My money, which is telecast live on CVR News, a regional TV channel.
Experience & Qualification
Qualification
B.Com, CFP
Experience as an Advisor
12 Years
Total work Experience
12 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)
Will Writing Services
Affiliations
- Founder member of the Federation of Financial Planners
Awards & Recognition
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Regular columnist in Eenadu Siri, expert speaker on a weekly program, My money, which is telecast live on CVR News, a regional TV channel.
Address
Balraj
Net Worth Financial Planning, 205,
Maheshwari Chamber,
Somajiguda,
Hyderabad,
Andhra Pradesh, 500082
LICENSE
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Mutual Fund -
ARN No.
34238 - Validity -
31-10-2019
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