Jagadeesh Pai

SAMPADYAM•Ernakulam,KL

62 / 5177, Thampy Buildings, 1st Floor, Above DDC Lab, Opposite Maharajas College Ground, Near Metro Pillar no 700, M G Road, Ernakulam, Kerala, India,

Ernakulam, KL, 682009

62 / 5177, Thampy Buildings, 1st Floor, Above DDC Lab, Opposite Maharajas College Ground, Near Metro Pillar no 700, M G Road, Ernakulam, Kerala, India, Ernakulam, KL, 682009

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About

Mr. Jagadeesh Pai is a commerce graduate with over 30 years of experience in financial services industry and has over a decade of expertise into Mutual Fund distribution . He founded SAMPADYAM in 2010, a premier mutual fund distribution firm in Ernakulam,Kerala. The company provides customized personal financial solutions for its numerous clients across Kerala, India & NRIs abroad. Jagadeesh Pai is a AMFI registered distributor with registration No. ARN-75176.

Practice at a glance

Years of Experience

700

Families Served

₹130

Crores Managed

Practice Details

Min Monthly Investment:₹1,50,00,000 & more

Min Lumpsum Investment:₹50,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Virtual, Hybrid (Physical + Virtual)

Specialises working with:Salaried Executives

Language Spoken:Hindi, Malayalam, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Plan Retirement

Save Taxes

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Jagadeesh Pai.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Retirement Readiness Check