Avinash Kumar
Monetize Capital•Bengaluru
006, Block-2, Wing-A, Suncity Gloria Apartment, Carmelaram Post,
Bengaluru, 560035
006, Block-2, Wing-A, Suncity Gloria Apartment, Carmelaram Post, Bengaluru, 560035
About
Practice at a glance
7
Years of Experience
95
Families Served
₹35
Crores Managed
Practice Details
Min Monthly Investment:₹50,000
Min Lumpsum Investment:₹5,00,000
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Founders & Entrepreneurs
Language Spoken:Hindi
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
PFRDA Registered Retirement Adviser
Education
Formal Education
BCom – Bachelor of Commerce, MBA – Master of Business Administration
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
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Avinash.
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