Vishnu S - Mutual Fund Distributors
Member since Oct 27, 2021
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About Me
Having 5+ years of experience in personal investment consulting. WalletBox Investment Services is now helping individuals build wealth through investing in mutual funds and other investments.
About Work Experience
Managing investment portfolio of the clients aimed at a growth perspective with risk management.
Educating and helping the clients about mutual funds and investments through Systematic Investment Plan(SIP).
Balancing of the investment portfolio twice a year by asset reallocation strategies.
Experience & Qualification
Qualification
Bachelor of Engineering
Experience as an Advisor
12 Years
Total work Experience
6 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Online Tax Return Filing
Portfolio Management Schemes
NPS (National Pension Scheme)
Technical & Research Analysis
Affiliations
- Ageas Federal Life Insurance
- WalletBox Investment Services
Awards & Recognition
-
Not Specified
Address
Vishnu S
Kazhakoottam,
Chakkai,
Trivandrum,
Kerala, 695024
LICENSE
|
Mutual Fund -
ARN No.
183443 - Validity -
08-05-2024
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