Naveen Rego - Certified Financial Planner (CFP) Distributors
Member since Mar 7, 2013
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About Me
We are into Financial Planning and Wealth Advisory Services. We work on a fee only mechanism so that we are unbiased. Clients can approach us for one time advise (review, restructuring, guidance, counselling, expert opinion) or engage our services for a Financial Year (unlimited any financial advice). We specialize in the following areas of financial planning i.e.investment planning, insurance planning, retirement planning, children higher education expenses planning and tax saving investments. We beleive in the simplicity of advice and hence avoid complicated financial products. We also lay a lot of emphasis on disciplined investment strategy so as to reach the desired financial goals.
About Work Experience
Not Specified
Experience & Qualification
Qualification
MBA, MA, BE, CFP
Experience as an Advisor
10 Years
Total work Experience
12 Years
Services and Advisory Offered
Mutual Fund
Certified Financial Planner (CFP)
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Naveen
1st Floor, N J Arcade, Lady Hill,
Junction, Kuloor Ferry Road,,
Lady Hill Junction,
Mangalore,
Karnataka, 575006
LICENSE
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Mutual Fund -
ARN No.
8005 - Validity -
31-01-2016
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