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Karthikeyan K | KTK Wealth | ChennaiKarthikeyan K | KTK Wealth | Chennai

Karthikeyan K

KTK Wealth•Chennai,TN
New#71, JL Nehru Salai, (100ft Road), Stonedge Towers, F24, 1st Floor, Ashok Nagar, 1st Avenue,
Chennai, TN, 600083
New#71, JL Nehru Salai, (100ft Road), Stonedge Towers, F24, 1st Floor, Ashok Nagar, 1st Avenue, Chennai, TN, 600083
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About

My Purpose of being in this business is to help my clients of all ages to manage their personal finance most efficiently. So that they can achieve their goals comfortably without stress around money related process. You can engage me because of my flexible professional approach, empathy and experience of guiding more than 600 Clients. In our process we educate the Investors the essentials of Personal Financial Planning, Risk Management and Equity Investments (which will appreciate over and above the Inflation and Tax Adjusted Return in long run). Goal Assessment defines your goals in quantitative terms and then, formulates a plan, which will help you to meet all financial goals (Short, Medium& Long Term) of your life.

Practice at a glance

12
Years of Experience
325
Families Served
₹73
Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers)
Language Spoken:Tamil, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BA – Bachelor of Arts

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
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
Life Insurance
Mutual Funds

Complimentary Services

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

Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check