Harish Rao
Lotus Lake Financial Services•Bengaluru,KA
1262, 1st Floor, 7th B Cross, Mother Dairy Road, Above IFB Point,
Bengaluru, KA, 560064
1262, 1st Floor, 7th B Cross, Mother Dairy Road, Above IFB Point, Bengaluru, KA, 560064
Practice at a glance
18
Years of Experience
50
Families Served
₹30
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
QPFP – Qualified Personal Finance Professional
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
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Mutual Funds
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Harish Rao.
30 Minute Q&A — Ask Me Anything
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
Stocks Portfolio Review