Ducatz FinServ - Mutual Fund Advisor in Chennai., Chennai

Ducatz FinServ - Mutual Fund Distributors

Member since Oct 30, 2023

9952604444

srinivasan@iwealth360.in

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About Me

Ducatz FinServ, is a company founded in 2014 with a strong record of serving over 300 satisfied clients. Our core competence lies in helping individuals realize their financial dreams through well-informed and effective investment strategies. We hold prestigious certifications as Wealth Managers, Mutual Fund experts, and Insurance consultants, recognized by esteemed institutions like the NSE National Stock Exchange and AMFI (Association of Mutual Funds of India).

About Work Experience

Srinivasan Subramanian Founder, Ducatz FinServ Srinivasan Subramanian, a prominent figure in the realm of finance, holds the distinguished position of Principal Financial Planner and Investment Banker at Ducatz FinServ (formerly known as Intelli Wealth Advisors), with offices located in both Chennai and Tirupur. Srinivasan's journey towards excellence is marked by a relentless pursuit of knowledge and unwavering dedication. Ducatz FinServ, under Srinivasan's adept leadership, is committed to empowering clients to achieve financial freedom through meticulous financial planning. The process begins with a thorough analysis of each client's risk tolerance, financial goals, and time horizon, which serves as the foundation for personalized advice on investments in various financial instruments, including bonds, mutual funds, and equities. Regular reviews and adjustments are integral to ensuring that clients stay on track to meet their financial objectives.

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