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Dr. Jagadeeswaran | AVB FINSERV | KarurDr. Jagadeeswaran | AVB FINSERV | Karur

Dr. Jagadeeswaran

AVB FINSERV•Karur
S1, 2nd Floor, SR Complex, Kamarajapuram Main road,
Karur, 639002
S1, 2nd Floor, SR Complex, Kamarajapuram Main road, Karur, 639002
About

Goal-based investing strategy that helps you to avoid costly financial mistakes & achieve long-term financial success. For every client, we follow 3-step process: 1. Analyse client goals; 2. Customized strategy for each goal; 3. Hand-holding to execute the strategy.

Practice at a glance

5
Years of Experience
250
Families Served
₹16
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

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

Education

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you buy / invest in

Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Jagadeeswaran.

Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
One Page Financial Blueprint
Retirement Readiness Check