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Nakkeeran S

Indivdual•Tiruchirappalli,TN

New No 19 / Old No 4A/4, Annamalaiyar Street, Aruna Nagar, Puthur, Tiruchirappalli 620017,

Tiruchirappalli, TN, 620017

New No 19 / Old No 4A/4, Annamalaiyar Street, Aruna Nagar, Puthur, Tiruchirappalli 620017, Tiruchirappalli, TN, 620017

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About

Graduated in Engineering 1972, Government College of Technology, Coimbatore Madras University. Retired from BHEL, Tiruchirappalli as Additional General Manager in 2010. Schooling @ Sankaralinga Nadar High School, Chennai. My spouse is Home maker. Two daughters married settled in Bangalore. My daughter Ramya is a MFD

Practice at a glance

Years of Experience

Families Served

₹15

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹50,000 & more

Nature of earnings:Commissions

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

Specialises working with:Young Professionals, Senior Management, Women Investors, Senior Citizens / Retirees, Doctors, Salaried Executives, Professionals (CAs, Lawyers)

Language Spoken:Tamil

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-109630

IRDAI Licensed Insurance Agent (General)

9702510

IRDAI Licensed Insurance Agent (Life)

IRDAI-9702510

Education

Formal Education

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Children’s Goals

Organize Financials

Save Taxes

Can help you buy / invest in

Health Insurance

Life Insurance

Mutual Funds

PMS

Complimentary Services

Get any of the free services to experience working with Nakkeeran S.

30 Minute Q&A — Ask Me Anything

Organize Financial Info & Docs

Insurance Portfolio Review

One Page Financial Blueprint

Risk Profile Assessment