Akaram More | TheBridge2Wealth

About

Akaram More, the Founders of TheBridge2Wealth, he is a CFA, MBA in Finance . He is financial consultant with commendable 17 years experience. He has been in Financial Services & Education of Financial Management, Portfolio Management and Security Analysis. He specializes in Financial Planning, Investment Management and Mutual Fund Advisory & also interacts with investors on their finance and use all his experience to guide them in managing their overall finance in the right way. He also completed Investment Advisor XA and XB Certification from NISM.

Practice at a glance

17

Years of Experience

35

Families Served

₹1

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:

Qualification Completed

CFA – Chartered Financial Analyst

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

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with Akaram More.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Insurance Portfolio Review

Mutual Fund Portfolio Review

Stocks Portfolio Review

Retirement Readiness Check