Nagaraja Sirigeri | Karyam Financial Servies Pvt Ltd

Practice at a glance

22

Years of Experience

1000

Families Served

₹50

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹2,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs

Language Spoken:Hindi, Telugu, Kannada, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

MBA (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN 143636

Education

Formal Education

MBA – Master of Business Administration, Post Graduate Degree (Any Field)

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

Loan Against Securities

PMS

AIF

Gift City

Complimentary Services

Get any of the free services to experience working with Nagaraja Sirigeri .

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check

Risk Profile Assessment