M Rao
Lifestyle Financial Services•Bangalore,KA
73/7, Mount Joy Road, Hanumanthanagar,
Bangalore, KA, 560050
73/7, Mount Joy Road, Hanumanthanagar, Bangalore, KA, 560050
Practice at a glance
20
Years of Experience
110
Families Served
₹25
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
CFP – Certified Financial Planner
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (Life)
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
Plan Retirement
Make a Will / Trust
Can help you buy / invest in
Health Insurance
Life Insurance