About Me
I Pramod Kanoongo, M.Com, CFPCM, CPFA having an experience of 15 years in the field of Financial Advisory. I have been awarded for Best Financial Advisor by CNBC TV 18 & ICRA. My vision is to provide independent, high quality and customized financial planning solutions like Insurance Planning, Retirement Planning, Investment Planning, Child Education & Marriage Planning, Tax & Estate Planning. We help our client to set realistic life goals. My prime motto is customer satisfaction. I help guide clients in identifying the products that will help them achieve their long term and short term goals, the taxation aspects of various financial products and their related costs so that they are able to understand their relevance in their portfolio, setting up emergency funds, bridging the gap between present and current insurance and all associated work.
About Work Experience
I Pramod Kanoongo, M.Com, CFP, CPFA, AFGP having an experience of 19 years of rich experience in the field of Financial Advisory. I have been awarded for Best Financial Advisor by CNBC TV 18 & ICRA. My vision is to provide independent, high quality and customized financial planning solutions like Insurance Planning, Retirement Planning, Investment Planning, Child Education & Marriage Planning, Tax & Estate Planning. We help our client to set realistic life goals. My prime motto is customer satisfaction. I help guide clients in identifying the products that will help them achieve their long term and short term goals, the taxation aspects of various financial products and their related costs so that they are able to understand their relevance in their portfolio, setting up emergency funds, bridging the gap between present and current insurance and all associated work.
Experience & Qualification
Qualification
M.Com, CFP, AFGP, CPFA
Experience as an Advisor
19 Years
Total work Experience
19 Years
Services and Advisory Offered
Mutual Fund
General Insurance
Post Office Schemes
Tax Consultancy
Certified Financial Planner (CFP)
Portfolio Management Schemes
IPOs, Bonds & NCDs
Will Writing Services
Fixed Deposits