N Venkatasubramanian - Certified Financial Planner (CFP) Distributors
Member since May 17, 2013
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About Me
Professional Banker,Financial Planner,Investment adviser,Mutual funds, Home Loans, Retirement Planning, Credit Counseling, Wealth Management, Wills including e-wills,Faculty in Personal Finance,
About Work Experience
StepAhead Financial Solutions started 3 years back, has 17 clients with strong Assets. So far 56 Retirement Plans and 34 Wills were written for clients, Credit Counseling and Resolution of Financial issues are done on day to basis large number of clients. Conducts classes for wealth Managemet and Certified Financial Planner
Experience & Qualification
Qualification
CFP,CAIIB,CISA,DCDB,DTRIM..
Experience as an Advisor
30 Years
Total work Experience
35 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Education Loan
Financial Education Providers
Gold Saving Plans
Will Writing Services
Loan Against Property
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
N Venkatasubramanian
No. 6/1,,
Trustpakkam North Street Mandaveli,
Mandaveli,
Chennai,
Tamil Nadu, 600028
LICENSE
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Mutual Fund -
ARN No.
84806 - Validity -
31-05-2015
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