KL Kalyanakrishnan
Aarkay Financial•Thane
71/603-604 Shami Vasant Vihar, Pokhran Road No.2, Thane West,
Thane, 400610
71/603-604 Shami Vasant Vihar, Pokhran Road No.2, Thane West, Thane, 400610
About
Practice at a glance
33
Years of Experience
75
Families Served
₹40
Crores Managed
Practice Details
Min Monthly Investment:₹5,000
Min Lumpsum Investment:₹50,000
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, Senior Citizens / Retirees, Salaried Executives
Language Spoken:Hindi, Marathi, Tamil, Kannada
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-14046
IRDAI Licensed Insurance Agent (General)
2D5610430
IRDAI Licensed Insurance Agent (Life)
00669907
Education
Formal Education
Post Graduate Degree (Any Field)
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2, IRDAI IC 38 – Life Insurance Agent Examination
Can help you to
Children’s Goals
Buy a Home
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
Stocks & Equity
Loan Against Securities
SIF
AIF
Gift City
Complimentary Services
Get any of the free services to experience working with KL.
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check