Mutual Fund & Wealth Advisory professional since 2017. Founder of Kumar’s Financial Services, specialising in SIP strategies, HNI portfolios, and long-term financial planning.
Practice at a glance
14
Years of Experience
327
Families Served
₹120
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹1,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals
Language Spoken:Hindi, Marathi, English
Qualification Completed
MBA (Finance / Investments)
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
Plan Complete Finances
Children’s Goals
Plan Retirement
Build Wealth
Financial Freedom
Buy Right Insurance
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Loan Against Securities
PMS
AIF
Gift City
Complimentary Services
Get any of the free services to experience working with Krishna Gupta.