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Jeyvenkatesh Rajagopal | Pranidhi Wealth Private Limited | CoimbatoreJeyvenkatesh Rajagopal | Pranidhi Wealth Private Limited | Coimbatore

Jeyvenkatesh Rajagopal

Pranidhi Wealth Private Limited•Coimbatore,TN
# 4/2, Balaji Nagar, Near Cheran Maanagar, Nehru Nagar Road, Kalapatti Post,
Coimbatore, TN, 641048
# 4/2, Balaji Nagar, Near Cheran Maanagar, Nehru Nagar Road, Kalapatti Post, Coimbatore, TN, 641048
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About

Myself Jeyvenkatesh Rajagopal, I am a Certified Financial Planner, Qualified Personal Finance Professional, having nearly 2 decades of experience in Financial products like Life Insurance, Health Insurance, Mutual Funds, Investments into Equity, PPF, Postoffice Schemes, NPS, Corporate Fixed Deposits. Serving clients with all age groups, and across the country and NRIs across the globe. We Conduct Awareness Sessions and help all kind of professionals aware of their Personal Finance and even helps them in achieving Financial Freedom. Educating individuals in investments on the benefit of the Power of Compounding and Long term Investing, Goal-Based Approach, and Sticking to Asset Allocation methodology.

Practice at a glance

19
Years of Experience
635
Families Served
₹35
Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹25,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, Salaried Executives, Founders & Entrepreneurs
Language Spoken:Tamil, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BSc – Bachelor of Science

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
PMS
SIF
AIF

Complimentary Services

Get any of the free services to experience working with Jeyvenkatesh Rajagopal.

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
Stocks Portfolio Review
Retirement Readiness Check