Jagadeesh Raja Jambunathan | Anand Rathi Wealth Ltd

About

Experience wealth management professional specializing in helping individuals, families and business owners achieve their financial goals and create intergenerational wealth. Passionate about building long term relationships and providing tailored investment strategies. Mathematically constructed client portfolios for effectively superior Jensen's alpha and lower beta to protect the downside risk.

Practice at a glance

17

Years of Experience

--

Families Served

--

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment:₹1,00,00,000 & more

Nature of earnings: --

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Senior Management, NRI / OCI, Women Investors, Business & SME Owners, HNI Families, Doctors, Founders & Entrepreneurs

Language Spoken:Hindi, Tamil, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

MBA (Finance / Investments)

PGDM (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-111569

APMI Registered PMS Distributor

2530454140

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 Jambunathan.

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Stocks Portfolio Review

Retirement Readiness Check