Balakrishnan Iyer
Felp Wealth•Mumbai,MH
A-1203, Dosti Eastern Bay, VIT College Road, Wadala East,
Mumbai, MH, 400037
A-1203, Dosti Eastern Bay, VIT College Road, Wadala East, Mumbai, MH, 400037
About
Practice at a glance
7
Years of Experience
150
Families Served
₹110
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹50,00,000 & more
Nature of earnings:Commissions
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, Professionals (CAs, Lawyers), Founders & Entrepreneurs
Language Spoken:Hindi, Marathi, Tamil, Malayalam, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-169688
APMI Registered PMS Distributor
APRN-00960
SIF Distributor (AMFI)
ARN-169688
Education
Formal Education
MBA – Master of Business Administration, BE – Bachelor of Engineering
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, 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
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Home Loans
Loan Against Securities
PMS
SIF
AIF
Gift City
Complimentary Services
Get any of the free services to experience working with Balakrishnan Iyer.
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
Risk Profile Assessment
Financial Wellbeing Workshop