VALUEPi Wealth - Certified Financial Planner (CFP) Distributors
Member since Jan 31, 2019
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About Me
A CERTIFIED FINANCIAL PLANNER professional with nearly 12 years of rich experience in Financial Service Industry.
Strong believer on Benjamin Graham & Warren buffet philosophy of value investing and Power of compounding.
Understanding clients Need/Goal, Risk appetite, Time horizon to help them manage their finances in a more organised way, by using the resources to the optimum level to fulfill their varied financial needs.
Specialized in Portfolio Management Service (PMS), Private Equity, Mutual Funds, Direct Equity Advisory and Comprehensive financial planning.
If you’re interested in know more about how to use equity as an asset class to create your wealth. Please contact me @ 9884917396 , karthikmwm@outlook.com.
Happy Investing !
Thanks.
About Work Experience
PREDOMINANT FOCUS ON PMS (PORTFOLIO MANAGEMENT SERVICE), MF (MUTUAL FUNDS), DIRECT EQUITY INVESTMENT
Experience & Qualification
Qualification
MBA
Experience as an Advisor
15 Years
Total work Experience
5 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)
Portfolio Management Schemes
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
VALUEPi Wealth
S1, Plot No. 24, Pallavan Street, Vivekananda Naga,
Chennai.,
Chennai,
Tamil Nadu, 600001
LICENSE
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Mutual Fund -
ARN No.
149233 - Validity -
21-06-2020
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