ANANDARAMAN R

About

I am Anandaraman Certified Financial Planner. I am having 25+ experience in financial advisory. I help clients to achieve F.I.R.E. Financial Independence Retire Early. We do the following services: Financial Planning Retirement Planning Insurance Planning Estate Planning Mutual Funds SIP Systematic Investment Plan Equity mutual funds Debt Mutual Funds Asset Allocation GOAL based Investments

Practice at a glance

25

Years of Experience

350

Families Served

₹12

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

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

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

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with ANANDARAMAN R.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check