Possessing diversified work experience in various financial services such as Retail Banking, Investment Advisory, Asset Management, Product Development,Training, Relationship Management, Risk and Process Control, Direct Sales, Team management, Third Party Distribution and Broking over a period of 25 years
Practice at a glance
25
Years of Experience
107
Families Served
₹105
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
CFP – Certified Financial Planner
Education
Formal Education
BTech – Bachelor of Technology
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Plan Retirement
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Complimentary Services
Get any of the free services to experience working with Hareesh MV.