KALYANARAMAN - Mutual Fund Advisor in Tennur, Tiruchirappalli

KALYANARAMAN - Mutual Fund Distributors

Member since Aug 29, 2024

9209309403

WEALTHING2021@GMAIL.COM

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About Me

I possess over two decades of experience in the financial services industry. As the founder of Kalyan’s Wealthing, I specialize in Systematic Investment Plans (SIPs), Equity Linked Savings Schemes (ELSS), insurance, and personalized portfolio management. With a BCom and an MBA, I am certified by the Association of Mutual Funds in India (AMFI), with ARN: 285029, also hold NISM certifications in Mutual Fund Distribution and Equity & Derivative trading. This profile highlights my expertise, certifications, and unwavering dedication to providing top-notch financial advisory services.

About Work Experience

In my previous role as an Advisory Manager at Sharekhan, I gained extensive experience in comprehensive investment advisory, children’s education planning, tax planning, retirement solutions, and loan management. My commitment to excellence is demonstrated through my strict adherence to SEBI regulations and industry standards, ensuring that my clients receive the highest quality service.

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