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Aravind Muthuthandavan, BE, MBA, CFPcm, QPFP... | PearlWiseFin Serv Pvt Ltd | ChennaiAravind Muthuthandavan, BE, MBA, CFPcm, QPFP... | PearlWiseFin Serv Pvt Ltd | Chennai

Aravind Muthuthandavan, BE, MBA, CFPcm, QPFP...

PearlWiseFin Serv Pvt Ltd•Chennai,TN
G1, Pearl Apartment, Veerapandiyan Street, Senthil Nagar,,
Chennai, TN, 600062
G1, Pearl Apartment, Veerapandiyan Street, Senthil Nagar,, Chennai, TN, 600062
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About

We (PearlWiseFin Serv Pvt Ltd) assist our clients in Wealth Management through Goal based solutions. The Founder (Aravind Muthuthandavan) is an Alumni of NIT Trichy (BE) & Completed his PG degree in MBA (Investment Management). We have Certified Financial Planners - CFPcm (Financial Planning Standards Board Ltd) & QPFP to assist in preparing Goal based Financial roadmap. Our team has expertise in creating Personal Fin Roadmaps to assist you in Wealth Creation, Preservation / Distribution, Tax Planning, Child Education / Vacation / Retirement cash flow needs in a Tax-Efficient Manner. Some of the offerings that enable goals to materialize are: • Mutual funds / PMS/SIF/AIF. • Online Term Insurance. • Health Insurance. • RBI Floating Rate Bonds. etc.. We do not offer • Any product that does not match your need and goals. • Products that are complex, with hidden costs involved and high lock-in periods. • Products that are not regulated by SEBI/RBI/IRDA.

Practice at a glance

8
Years of Experience
200
Families Served
₹100
Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹2,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Senior Management, NRI / OCI, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Founders & Entrepreneurs
Language Spoken:Tamil, English

Qualification Completed

CFP – Certified Financial Planner

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BE – Bachelor of Engineering, MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors, NISM XIII: Common Derivatives 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
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
PMS
SIF
AIF
Gift City

Complimentary Services

Get any of the free services to experience working with Aravind Muthuthandavan, BE, MBA, CFPcm, QPFP....

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
One Page Financial Blueprint
Retirement Readiness Check
Risk Profile Assessment
Tax-Saving Review
Loan & EMI Review