K Nagaraja | K NAGARAJA

About

I am in the financial services field for the past 18 yrs. I am also Certified Financial Planner from FPSB India.

Practice at a glance

18

Years of Experience

24

Families Served

₹14

Crores Managed

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Physical

Specialises working with:

Language Spoken:

CFP – Certified Financial Planner

QPFP – Qualified Personal Finance Professional

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

PFRDA Registered Retirement Adviser

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Plan Complete Finances

Children’s Goals

Plan Retirement

Health Insurance

Life Insurance

Mutual Funds

Get any of the free services to experience working with K Nagaraja.

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check