Kiran Kumar M - Certified Financial Planner (CFP) Distributors
Member since Oct 5, 2018
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About Me
Wealth Management is more than just investment advice, it’s a continuous process for the growth of the investment and it covers all parts of a person's financial life.We understand that every individual have different financial needs and goals. Our advises cover all aspect of financial portfolio including Investment Planniing, retirement planning, Risk analysis and protection, taxes, Children’s Education and Marriage, Will preparation and many more.
InvestNGrow’s Wealth Management service incorporates Financial Planning, wealth Management and execution of the goals through financial services. With all tools and rich experience in place, InvestNGrow takes care of quality services and right advises for investors. With us, you can be rest assured that your investments are in safe hands.
About Work Experience
Financial Planner in InvestNgrow Financial Services which is located in Ladyhill Mangalore.
Experience & Qualification
Qualification
MBA, CFP
Experience as an Advisor
16 Years
Total work Experience
14 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Post Office Schemes
Tax Consultancy
Certified Financial Planner (CFP)
Portfolio Management Schemes
NPS (National Pension Scheme)
Housing Loans
Will Writing Services
Loan Against Property
Affiliations
- Certified Financial Planner
Awards & Recognition
-
Not Specified
Address
Kiran
1st Floor, Kamath Towers, opp Canara Bank,
Ladyhill,
Lady Hill Junction,
Mangalore,
Karnataka, 575006
LICENSE
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Mutual Fund -
ARN No.
114255 - Validity -
27-08-2019
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