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ARA Wealth Management Services - Certified Financial Planner (CFP) Advisor in Thillai Nagar, Tiruchirappalli

ARA Wealth Management Services - Certified Financial Planner (CFP) Distributors

Member since May 27, 2019

 9585581000
 kaveriannamalai@gmail.com
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About Me
I am a CFP; I do investment planning and financial planning through my company ARA Wealth Management Services; We also do goal based financial planning; We have NSE and BSE trading terminals and do direct equity investing also.
About Work Experience
ARA is a 75 year old firm into stock broking. Now we are a wealth management firm and manage portfolios for our clients; we do wholistic financial planning and assist our clients in wealth building.
Experience & Qualification
Qualification
CFP
Experience as an Advisor
10 Years
Total work Experience
8 Years
Services and Advisory Offered

  • Mutual Fund

  • Certified Financial Planner (CFP)

  • Share Trading & Demat

  • Commodties Trading

  • Portfolio Management Schemes

  • Gold Saving Plans

  • Share Tips & Trading Tools

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
ARA Wealth Management Services

A-16 colony road,
11th cross main road,
Thillai Nagar,
Tiruchirappalli,
Tamil Nadu, 620018

LICENSE

  Mutual Fund - ARN No. 137467 - Validity - 01-01-2022

  Certified Financial Planner (CFP) - FPSBI No. 107715 - Validity - 31-12-2050

  Share Trading & Demat - AP0297113431 - Validity - 31-12-2050

  Commodties Trading - AP123784 - Validity - 01-01-2021

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