Chandrashekar K
Maximus Financial Services•Bangalore,KA
543, R P Building, Langford road, shantingar,
Bangalore, KA, 560027
543, R P Building, Langford road, shantingar, Bangalore, KA, 560027
About
Practice at a glance
22
Years of Experience
100
Families Served
₹16
Crores Managed
Practice Details
Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹50,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, Salaried Executives, Founders & Entrepreneurs
Language Spoken:Hindi, Telugu, Kannada, English
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
MBA – Master of Business Administration
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Home Loans
Loan Against Securities
PMS
AIF
Complimentary Services
Get any of the free services to experience working with Chandrashekar K.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
Retirement Readiness Check
Risk Profile Assessment