Jagadeesh Raja Jambunathan
Anand Rathi Wealth Ltd•Coimbatore
Race course,
Coimbatore, 641018
Race course, Coimbatore, 641018
Practice at a glance
17
Years of Experience
--
Families Served
--
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings: --
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Senior Management, NRI / OCI, Women Investors, HNI Families, Doctors
Language Spoken:Hindi, Tamil
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
Education
Formal Education
MBA – Master of Business Administration
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors, IRDAI IC 38 – Life Insurance Agent Examination
Can help you to
Children’s Goals
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Buy Right Insurance
Can help you buy / invest in
Health Insurance
Life Insurance
Mutual Funds
Loan Against Securities
PMS
AIF
Complimentary Services
Get any of the free services to experience working with Jagadeesh Raja.
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
Stocks Portfolio Review
Retirement Readiness Check