SHANMUGAVEL SIVASUBRAMANIAN - Portfolio Management Schemes Distributors
Member since Apr 17, 2018
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About Me
I am a Wealth Manager, I create Wealth creation plan and Debt closing ( loan closing) plan for individuals and Family. This plan are based on their income, expenses and debt level.I do Financial Product Awareness program for various company employees and business person.
I have done my PGDM (finance) and i have 3 years work experience in finance.
If any one need Investment and debt closing plans contact me.
About Work Experience
I am currently working as Wealth Manager in IIFL. As Wealth Manager I do investment Plan, Loan Closing Plan, Insurance Plan, Tax reducing Plan,Real estate investment plan and Retirement Plan.
And I create financial product education for people. It will help people to solve their financial problems.
Experience & Qualification
Qualification
PGDM
Experience as an Advisor
3 Years
Total work Experience
3 Years
Services and Advisory Offered
Mutual Fund
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Insurance Surveyors & Valuers
Housing Loans
Financial Education Providers
Loan Against Property
Share Tips & Trading Tools
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
SHANMUGAVEL
M12,
3rd Avenue, Anugraka colony,
Ashok Nagar,
Chennai,
Tamil Nadu, 600083
LICENSE
|
Mutual Fund -
ARN No.
47791 - Validity -
10-09-2022
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