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Mahendra Nayak

Plenty Plus•Bengaluru

No: 23054, 5th Floor, Tower 3, Prestige waterford, ECC Road, Pattandur Agrahara, Whitefield,

Bengaluru, 560066

No: 23054, 5th Floor, Tower 3, Prestige waterford, ECC Road, Pattandur Agrahara, Whitefield, Bengaluru, 560066

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About

An Engineer by Profession & Financial Planner by Passion, with 3 decades of experience in successful investing in capital markets. Passionate about spreading financial Literacy. I am guiding & mentoring, individuals to achieve their life goals by prudent investments. Guidance includes Investment planning, Insurance planning, Tax planning & Retirement Planning.

Practice at a glance

Years of Experience

Families Served

₹62

Crores Managed

Practice Details

Min Monthly Investment:₹20,000

Min Lumpsum Investment:₹5,00,000

Nature of earnings:Commissions

Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, Salaried Executives, Professionals (CAs, Lawyers)

Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

90150

Education

Formal Education

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-B – Investment Adviser Level 2

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

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 Mahendra.

30 Minute Q&A — Ask Me Anything

Financial Health Check-up