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Mahendra Nayak  | Plenty Plus | BengaluruMahendra Nayak  | Plenty Plus | Bengaluru

Mahendra Nayak

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

12
Years of Experience
60
Families Served
₹62
Crores Managed

Practice Details

Min Monthly Investment:₹20,000 & more
Min Lumpsum Investment:₹50,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:NRI / OCI, Women Investors, Senior Citizens / Retirees, Salaried Executives
Language Spoken:Hindi, Kannada, English

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
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 Nayak .

30 Minute Q&A — Ask Me Anything
Financial Health Check-up
Mutual Fund Portfolio Review