Saravanan Sundaresan - Certified Financial Planner (CFP) Advisor in T Nagar, Chennai

Saravanan Sundaresan - Certified Financial Planner (CFP) Distributors

Member since Feb 4, 2019

9444055430

saravanan@purplepond.in

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About Me

CERTIFIED FINANCIAL PLANNER, Co-promoter of Purplepond Investment Private Limited, Chennai. PurplePond is a Principle Based Organization founded by a group of Financial Planners with an Objective of Building Financial Abundance for its customers through a Process Driven Approach. PurplePond appreciates that each of its customers are unique and their needs are different, and hence believes in crafting solutions to suit each of its customers. PurplePond embraces technology to provide the best solutions to its customers. It is subscribed to the world best proprietary software tools and uses them for assessing the customer risk profile and also for picking the Right Products for its customers across asset classes. PurplePond undertakes an array of services to fulfil needs of the wide spectrum of customers comprising of Institutions, Corporate, Trusts, Societies and Individuals. Services Offered are; Risk Mitigation (Insurance) Tax Planning Life Goal & Retirement Planning Corporate Treasury Management Will Planning Availing Loans

About Work Experience

Have an experience of 25 years, which includes Heading Manufacturing Unit of a Multinational company. Started employment with MRT Tyres, went on to Saudi Arabia for Setting up of a Conveyor Belting Unit, back in India and successfully implemented a Technology transfer required for manufacturing a critical component in power sector. Passion towards Advisory, pushed for a Certification in personal finance, CFP and Went on to Promote Purplepond Investment Advisory along with my school mate.

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