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Adarsh Baradi Reddy | Simple Wealth Financial Services | Bangalore

Adarsh Baradi Reddy

Simple Wealth Financial Services•Bangalore,KA
#1042, 5th A Main, 3rd Block, 3rd Stage, Basaveshwarnagar,
Bangalore, KA, 560079
#1042, 5th A Main, 3rd Block, 3rd Stage, Basaveshwarnagar, Bangalore, KA, 560079
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About

We do Financial Planning & Wealth Management through Mutual Funds, Insurance, Bonds and Fixed Deposits.

Practice at a glance

20
Years of Experience
200
Families Served
₹100
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Buy a Home
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Adarsh Baradi Reddy.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
Retirement Readiness Check