Deepu Anto Kallely
Siege Capital Holdings•Ernakulam,KL
First Floor Modarchs Centre Panampilly Nagar Cochin - 682036. Kerala,
Ernakulam, KL, 682036
First Floor Modarchs Centre Panampilly Nagar Cochin - 682036. Kerala, Ernakulam, KL, 682036
About
Practice at a glance
20
Years of Experience
100
Families Served
₹101
Crores Managed
Practice Details
Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹10,00,000 & more
Nature of earnings: --
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:NRI / OCI, Women Investors, Senior Citizens / Retirees, Doctors
Language Spoken:Hindi, Kannada, Malayalam
Qualification Completed
QPFP – Qualified Personal Finance Professional
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-50930
IRDAI Licensed Insurance Agent (Life)
990232
APMI Registered PMS Distributor
APRN07049
Education
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, IRDAI IC 33 – Health Insurance Agent Examination, NISM XXI-A – Portfolio Management Services Distributors, IRDAI IC 38 – Life Insurance Agent Examination, NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, IRDAI IC 33 – Health Insurance Agent Examination, NISM XXI-A – Portfolio Management Services Distributors, IRDAI IC 38 – Life Insurance Agent Examination
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
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Loan Against Securities
PMS
AIF
Gift City
Complimentary Services
Get any of the free services to experience working with Deepu Anto Kallely.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Mutual Fund Portfolio Review
Retirement Readiness Check
Risk Profile Assessment