Michael Franco
ScaleUp Wealth•Bangalore,KA
Whitefield,
Bangalore, KA, 560037
Whitefield, Bangalore, KA, 560037
Practice at a glance
4
Years of Experience
120
Families Served
--
Crores Managed
Practice Details
Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹25,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees
Language Spoken:Tamil, English
Qualification Completed
CFP – Certified Financial Planner
PGDM (Finance / Investments)
Education
Formal Education
MBA – Master of Business Administration
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM XIII: Common Derivatives Certification, IRDAI IC 38 – Life Insurance Agent Examination
Can help you to
Plan Complete Finances
Children’s Goals
Invest for Goals
Plan Retirement
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Loan Against Securities
PMS
SIF
AIF
Gift City