Shashi Kiran P - Certified Financial Planner (CFP) Advisor in Jayanagar 6th Block, Bangalore

Shashi Kiran P - Certified Financial Planner (CFP) Distributors

Member since Mar 11, 2013

About Me
Working as Principal Retirement Planner with Principal Retirement Advisors Pvt. Ltd. An accomplished Professional with 7 years of Managerial experience in Financial Services Services: Comprehensive Financial Planning; Cash flow Analysis; Debt Management; Insurance & Investments; Asset Allocation & Portfolio Management; Tax planning; Estate Planning.
About Work Experience
Not Specified
Experience & Qualification
Qualification
CFP
Experience as an Advisor
7 Years
Total work Experience
16 Years
Services and Advisory Offered
  • Mutual Fund

  • Tax Consultancy

  • Online Tax Return Filing

  • Certified Financial Planner (CFP)

  • NPS (National Pension Scheme)

  • Housing Loans

  • Loan Against Property

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
Shashi Kiran

No. 77, 3rd Floor, 23rd Cross,
6th Block, Jayanagar,
Jayanagar 6th Block,
Bangalore,
Karnataka, 560038

LICENSE

  Mutual Fund - ARN No. 81279 - Validity - 31-05-2015

  Certified Financial Planner (CFP) - FPSBI No. 00055796 - Validity - 31-12-2050

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