Karthik Kannan | KARTHIK KANNAN

About

I am Karthik Kannan and I am Certified Financial Planner. I came into this profession in 2010 and I have always enjoyed guiding people with respect to their investments. I have helped a fair number of people to achieve their financial goals with my knowledge and experience. I work predominantly with salaried individuals, professionals and retirees.

Practice at a glance

12

Years of Experience

150

Families Served

₹85

Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more

Min Lumpsum Investment:₹10,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:HNI Families, Salaried Executives, Professionals (CAs, Lawyers)

Language Spoken:Hindi, Tamil, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Buy a Home

Plan Retirement

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Karthik Kannan.

Mutual Fund Portfolio Review