Mahesh Veeramalai - Mutual Fund Distributors
Member since Mar 10, 2017
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About Me
1) A Finance Professional having 12 years of experience and thorough understanding about capital markets including investment banking, debt and equity products.
2) I recommend financial instruments based on Client profile and financial goal.
3) Handled Instruments like Mutual Funds, Direct Debt, Direct Equity, PMS, Insurance ( LI & GI ) Structured Equity Products and REIT funds.
4) Advisory Services on Equities only for Medium & long term.
5) Looking for Long term relationship by giving unbiased advisory services.
About Work Experience
Having thorough understanding about capital markets including investment banking, debt and equity.
Having 12 years of experience as an investment advisory for HNI, Institutional and Retail Clients.
Handled products like Mutual Funds, Direct Debt, Direct Equity, PMS, Insurance ( LI & GI ) Structured Equity Products and REIT funds.
Experience & Qualification
Qualification
MBA Finance
Experience as an Advisor
12 Years
Total work Experience
12 Years
Services and Advisory Offered
Mutual Fund
General Insurance
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Financial Education Providers
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Best Financial planner in FY2017
Address
Mahesh
CMH Road,
Indiranagar,
Indiranagar,
Bangalore,
Karnataka, 560038
LICENSE
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Mutual Fund -
ARN No.
ARN-78447 - Validity -
10-08-2024
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