NIVI KRISHNA - Mutual Fund Advisor in Adur( Kla), Pathanamthitta

NIVI KRISHNA - Mutual Fund Distributors

Member since Jul 14, 2025

7559984424

nivi@aioinsurancewm.com

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About Me

We offer our services through personal guidance with each of our clients after understanding their financial needs. Our approach is to enable our clients to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial needs in life. We are committed to helping our clients fulfil their financial needs with effective and smart investment assessment. We are a certified Mutual Fund and Insurance distributor recognised by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India). We offer comprehensive financial services, having a highly qualified and experienced team of mutual fund distributors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to clients as per their long-term and short-term financial needs. Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a secure retirement life.

About Work Experience

My expertise is more than 19+ years, especially 8 years of experience in Insurance Sector, and well experienced in other sectors like Banking, Retail, Education, HR Consulting & IT, worked in India as well as Abroad. I am well qualified and graduated in BBA, Corporate MBA, MPM and MSc Applied Psychology. During the FY 2023-24, I started my self employed profession/business as Life Mitra of SBI Life with Kollam Division Office and in short period I have qualified and achieved for Regional Director Club Membership. This FY 2024-25, I have qualified for JOTC International Convention & Regional Director Club Membership. In FY 2024-25, started owned office at Adoor, Kerala for my wealth management firm named "All In One Insurance & Wealth"(www.aioinsurancewm.com), I am also licensed advisor/agent/partner of United India Insurance Company and (ACE Mentor/Leader) Niva Bupa Health Insurance, simultaneously I have also been appointed as AMFI Registered Mutual Fund Distributor. In our AIO portfolio, we have various types of products and services like loans, stock market trading, broking, consulting, real-estate, software trading and digital marketing. I am sure that my experience will help a lot to serve my valued existing and upcoming customers with more happiness and peace of mind on their financial planning & life coverage. "Happy Investing"

Experience & Qualification

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