Adarsh Baradi Reddy - Mutual Fund Distributors
Member since Mar 5, 2014
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About Me
Simple Wealth Financial Services is a wealth management firm which 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 term financial goals like saving for house purchase, child education, wealth creation & retirement.
We offer Goal Based Financial Planning Services through Mutual Funds, Bonds, Fixed Deposits, Life Insurance & Health Insurance.
About Work Experience
Over 20 years of experience in financial planning, wealth creation, mutual funds, insurance, and investment advisory, helping clients achieve their financial goals through personalized solutions.
Experience & Qualification
Qualification
B.Com & MBA in Finance
Experience as an Advisor
20 Years
Total work Experience
20 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Fixed Deposits
Affiliations
- AMFI & IRDA
Awards & Recognition
-
Certified Financial Planner
Address
Adarsh Baradi Reddy
No 1042 Ground Floor 5th A Main,
3rd Block 3rd Stage,
Basaveshwaranagar,
Bangalore,
Karnataka, 560079
LICENSE
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Mutual Fund -
ARN No.
2300 - Validity -
18-01-2050
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