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Muralidhar Kalasapura | Swasthi Finserve | MysoreMuralidhar Kalasapura | Swasthi Finserve | Mysore

Muralidhar Kalasapura

Swasthi Finserve•Mysore,KA
354, 2nd Floor, 3rd Cross, 14th Main, Saraswatipuram,
Mysore, KA, 570009
354, 2nd Floor, 3rd Cross, 14th Main, Saraswatipuram, Mysore, KA, 570009
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About

Tax Consultant, Insurance Professional and AMFI Registered Mutual Fund Distributor. Qualified Personal Finance Professional

Practice at a glance

20
Years of Experience
90
Families Served
₹30
Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, Women Investors, Senior Citizens / Retirees, Business & SME Owners, Doctors, Salaried Executives, Professionals (CAs, Lawyers)
Language Spoken:Hindi, Kannada, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-81413

IRDAI Licensed Insurance Agent (General)

SBG0061977

IRDAI Licensed Insurance Agent (Life)

SLI990619602

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination

Can help you to

Children’s Goals
Organize Financials
Buy a Home
Plan Retirement
Save Taxes
Make a Will / Trust

Can help you buy / invest in

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

Complimentary Services

Get any of the free services to experience working with Muralidhar Kalasapura.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check