Steven Fernandes - Certified Financial Planner (CFP) Advisor in Shaktinagar, Mangalore

Steven Fernandes - Certified Financial Planner (CFP) Distributors

Member since Apr 1, 2016

9821465874

steven@proficientplanners.com

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About Me

I am a sebi registered investment advisor and a CFP certified financial planner. I have been in the financial services industry since 2001. I have been offering fee based Financial planning and investment advisory services since 2009. My expertise lies in constructing a financial plan based on the needs and requirements of families and individuals and have so far drawn plans for more than 75 diverse clients. I write a regular case study column in Business standard newspaper and have so far 154 published case studies to my credit. I also write regularly for moneycontrol website.

About Work Experience

I started working as a business executive with Repro India Ltd in 1996 and worked till the year 2000. In 2001 i became an insurance advisor with Kotak life insurance and in 2004 i became an AMFI certified Mutual funds advisor. In 2009 i completed my CFP certification and since then started fee based financial planning services by the name of " Proficient Financial Planners". In April 2014 i got sebi registration as " Investment Advisor" and my license no is

Experience & Qualification

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