Founded Fiscal Fitness in Jan 21. I guide to busy professionals, helping them navigate their money worries and take great financial decisions. My goal is to make you and your family financially fitter using my 3D Framework - Dream Design and Do
Personal Finance that is right for you and your family.
AMFI Registered Mutual Fund Distributor - ARN-166673
Practice at a glance
5
Years of Experience
100
Families Served
₹150
Crores Managed
Practice Details
Min Monthly Investment:₹1,50,000
Min Lumpsum Investment:₹5,00,000
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Senior Management, Women Investors, Senior Citizens / Retirees, Founders & Entrepreneurs
Language Spoken:Hindi, Tamil
Qualification Completed
MBA (Finance / Investments)
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-166673
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification
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
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Kartik.