Vivek S G - Mutual Fund Distributors
Member since Apr 23, 2020
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About Me
I am a SEBI Registered Investment Adviser (SEBI registration no. INA200013840) following a flat Fee Only Financial Planning model. I offer unbiased financial planning services and am not affiliated to any product, company or product manufacturer. The client is the center of focus and all advise is directed towards the unique situation of the individual.
About Work Experience
I started my career as a Equity Research Analyst research about the valuations of the US Oil Rig companies. This was followed up as a Valuation Analyst in the Real Estate Field. I was more curious about personal finances and this led me to pursue my Certified Financial Planner certification. I have been helping individuals as a financial planner for the past 8 years and as Fee Only Financial Planner since 2019.
Experience & Qualification
Qualification
Certified Financial Plann..
Experience as an Advisor
12 Years
Total work Experience
8 Years
Services and Advisory Offered
Mutual Fund
Post Office Schemes
Tax Consultancy
Certified Financial Planner (CFP)
Portfolio Management Schemes
Personal Loan
Financial Education Providers
Will Writing Services
Consumer Finance
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Vivek
27, 4th cross, 60 feet road,
K E B Layout, Sanjaynagar,
Sanjaynagar,
Bangalore,
Karnataka, 560094
LICENSE
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Mutual Fund -
ARN No.
INA200013840 - Validity -
19-09-2050
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