Kaveri Annamalai
ARA Prosperity•Tiruchirappalli,TN
A-16, Colony Road. 11th Cross, Thillainagar,
Tiruchirappalli, TN, 620018
A-16, Colony Road. 11th Cross, Thillainagar, Tiruchirappalli, TN, 620018
About
Practice at a glance
10
Years of Experience
200
Families Served
₹300
Crores Managed
Practice Details
Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹50,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, NRI / OCI, Women Investors, Senior Citizens / Retirees, Doctors, Salaried Executives
Language Spoken:Hindi, Tamil
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-137467
Education
Formal Education
BFM – Bachelor of Financial Markets, BFM – Bachelor of Financial Markets
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Invest for Goals
Plan Retirement
Build Wealth
Financial Freedom
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Kaveri Annamalai.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review