Greetings! I am Bhavani Pannerselvam, a seasoned Personal Financial Professional with over two decades of diverse experience within esteemed banks and boutique financial firms. Throughout my dynamic career, I have passionately dedicated myself to empowering individuals to achieve their financial aspirations and secure lasting prosperity. With a profound understanding of the financial landscape, I bring forth a wealth of knowledge to craft personalized solutions for each client's unique needs. My expertise encompasses comprehensive financial planning, investment management, and wealth preservation. Having honed my skills in areas such as retirement planning, estate planning, and risk management, I am well-versed in providing strategic financial guidance that stands the test of time.
Practice at a glance
20
Years of Experience
24
Families Served
₹60
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
Education
Formal Education
BSc – Bachelor of Science
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Complimentary Services
Get any of the free services to experience working with Bhavani Pannerselvam.