SimpliWealth - Certified Financial Planner (CFP) Distributors
Member since Oct 26, 2017
2017 Viewed my profile
1 Peoples Favourite
0 Reviews
About Me
Mr.Siva Prasad is having 8 Years of Rich experience in investment advisory services, worked with Reputed banks and Financial institutions like Axis bank,L&T Financial, M&m Financial and ICICI Securities.
He has done his Master's In Finance , AFP certification in Investment Planning and Risk management and also a member of FPSB india, council of Financial Planners (COFP).
About Work Experience
8 Years of Experience in Wealth management.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
8 Years
Total work Experience
8 Years
Services and Advisory Offered
Certified Financial Planner (CFP)
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Loan Against Property
Technical & Research Analysis
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
SimpliWealth
D2, 3rd floor ,sampurna Chambers,
Basavanagudi,
Basavanagudi,
Bangalore,
Karnataka, 560004
LICENSE
|
Certified Financial Planner (CFP) -
FPSBI No.
00062035 - Validity -
31-12-2050
Photo Gallery
DOWNLOAD 
PROFILE
PROFILE
0 Reviews
No reviews present
Do you want to see more Certified Financial Planner (CFP) Distributors?
More About Me
Top Performing Mutual Funds
Tools and Calculators
