Logo
Logo
Logo
Search By Categories
By Needs
  • Loading...
By Products
  • Loading...
By Specializations
  • Coming soon
Professionals Get ListedDownload Free Guidebook
Get Financial Wellbeing Check-Up
Logo
Logo
Ashok kumar  D | ATMV INVESTMENTS | DharmapuriAshok kumar  D | ATMV INVESTMENTS | Dharmapuri

Ashok kumar D

ATMV INVESTMENTS•Dharmapuri,TN
HARUR,
Dharmapuri, TN, 636903
HARUR, Dharmapuri, TN, 636903
About

An MBA in Finance and 10 years experience in Software as a Marketing Analyst. A committed Personal Finance Professional who considers every client investment as my own. I enjoy devising the best financial plan for my client families to achieve their GOALs at various stages of their lives.

Practice at a glance

2
Years of Experience
40
Families Served
₹1
Crores Managed

Practice Details

Min Monthly Investment:₹20,000 & more
Min Lumpsum Investment:₹2,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Women Investors, Senior Citizens / Retirees, HNI Families, Doctors, Salaried Executives, Founders & Entrepreneurs, Armed Forces, Government Staff
Language Spoken:Tamil, English

Qualification Completed

NISM PG Programs

MBA (Finance / Investments)

CWM – Chartered Wealth Manager

Licenses Held

AMFI Registered Mutual Fund Distributor

279227

Education

Formal Education

BE – Bachelor of Engineering

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
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Global Investing
Mutual Funds
Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Ashok kumar D.

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
Stocks Portfolio Review
Retirement Readiness Check