Anna Catherine M
Geojit Financial Services•Ernakulam
Geojit Financial Services Ltd. 34/659-P, Civil Line Road Padivattom,
Ernakulam, 682024
Geojit Financial Services Ltd. 34/659-P, Civil Line Road Padivattom, Ernakulam, 682024
About
Practice at a glance
2
Years of Experience
200
Families Served
₹100
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Fees
Mode of Meetings: --
Specialises working with:
Language Spoken:
Qualification Completed
QPFP – Qualified Personal Finance Professional
CFP – Certified Financial Planner
Licenses Held
SEBI Registered Investment Adviser
Education
Industry Education
NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Build Wealth
Can help you buy / invest in
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Complimentary Services
Get any of the free services to experience working with Anna.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Mutual Fund Portfolio Review