I’m certified chartered holder ,We at PAI WEALTH ASSIST PVT LTD have our own practice , Managing reasonably Good size of assets for some HNIs and retail clients , we provide services including will writing succession planning and IT filing .
Practice at a glance
25
Years of Experience
50
Families Served
₹180
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
CWM – Chartered Wealth Manager
Licenses Held
AMFI Registered Mutual Fund Distributor
SEBI Registered Investment Adviser
Education
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Global Investing
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Harababu Ramachandra .