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Krishnan V | ArthaVidhi Investment Advisors LLP | BengaluruKrishnan V | ArthaVidhi Investment Advisors LLP | Bengaluru

Krishnan V

ArthaVidhi Investment Advisors LLP•Bengaluru,KA
5513, Propulsive Pinnacle, Kumbena, Hosakote, Kadugodi, Bengaluru,
Bengaluru, KA, 560067
5513, Propulsive Pinnacle, Kumbena, Hosakote, Kadugodi, Bengaluru, Bengaluru, KA, 560067
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About

I’m a Certified Financial Planner with 20+ years of experience in insurance, reinsurance, underwriting, & compliance. I hold a postgraduate qualification in Commerce (M.Com) & professional qualification of The Insurance Institute of India (Fellowship). Since 2013, Apart from employment, I have been practicing financial planning as a freelance consultant to families & also contributed to academic publications for the Insurance Institute. At ArthaVidhi, we are a team of seasoned finance professionals with 70+ years of combined experience in banking, insurance, & investments. We specialize in holistic financial planning tailored to: Salaried Professionals – Cash flow management, inflation planning, goal-based investing Business Owners – Business continuity, asset protection, & balanced wealth creation Professionals (Doctors, Architects, etc.) – Managing irregular income, liability coverage, asset safety I welcome the opportunity to share & provide profound money management insights.

Practice at a glance

23
Years of Experience
108
Families Served
₹0
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

SEBI Registered Investment Adviser

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM X-A – Investment Adviser Level 1

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with Krishnan V.

30 Minute Q&A — Ask Me Anything