Finyatra Wealth Serviices  - Certified Financial Planner (CFP) Advisor in Domlur, Bangalore

Finyatra Wealth Serviices - Certified Financial Planner (CFP) Distributors

Member since May 20, 2018

About Me
At FinYatra, we are looking to disrupt personal finance space by providing research-based unbiased opinion. We started this company to resolve an ever-growing pain in the market and that is getting correct financial advice customized only for you. We named it FinYatra because we believe that personal finance is a journey and we want to be a part of your journey through all ups & downs. We have all the necessary credentials and experience to help our clients at any stage of financial journey. At FinYatra, we believe in competence & commitment. We maintain our competence by our endeavor for constant learning and we give commitment only that can be achieved by our team. Our Core founding team doesn’t believe in the concept of startups burning cash just to become ash in future. We believe in matured business generating wealth for all its stakeholders. So start this journey together!
About Work Experience
Our team has combined past experience of handling more than 140 Cr from more than 700 families. We have served all categories of customers like Engineers, Doctors, Pilots, Teachers, entry-level employees, retirees, entrepreneurs, single parent, etc.
Experience & Qualification
Qualification
CFP
Experience as an Advisor
5 Years
Total work Experience
4 Years
Services and Advisory Offered
  • Mutual Fund

  • Certified Financial Planner (CFP)

  • Portfolio Management Schemes

Affiliations
  • CFP
  • NCMP-5
Awards & Recognition
  • Certified Financial Planner

  • NSE Certified Market Professional Level-5

Address
Finyatra Wealth Serviices

Indiranagar,
Domlur,
Domlur,
Bangalore,
Karnataka, 560071

LICENSE

  Mutual Fund - ARN No. 138908 - Validity - 08-02-2021

  Certified Financial Planner (CFP) - FPSBI No. 78832 - Validity - 31-12-2050

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