Simple Wealth - Life Insurance Agents
Member since Mar 5, 2014
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About Me
Simple Wealth is a wealth management firm providing financial services & does management of a person’s finances through financial planning & asset allocation to meet his or her financial goals.
We strive to provide the best suitable solution to clients according to their long & short term financial goals like saving for house purchase, child education, wealth creation & retirement planning.
We offer Goal Based Financial Planning Services through Mutual Funds, Bonds, Fixed Deposits, Life Insurance, Health Insurance & Vehicle Insurance.
About Work Experience
15 Years of experience managing & creating wealth for clients.
Experience & Qualification
Qualification
B.Com, MBA
Experience as an Advisor
14 Years
Total work Experience
14 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Fixed Deposits
Affiliations
- AMFI & IRDA
Awards & Recognition
-
CFP
Address
Simple Wealth
60, 6th Main, SBI Officers Colony,
Basaveshwaranagar,
Basaveshwaranagar,
Bangalore,
Karnataka, 560079
LICENSE
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Mutual Fund -
ARN No.
2300 - Validity -
18-01-2050
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