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.