Nanda Umarani

Prospex Finserve LLP •Hubballi,KA

LIG 2. 5TH CROSS OPP BIG MISHRA NAVANAGAR ,

Hubballi, KA, 580025

LIG 2. 5TH CROSS OPP BIG MISHRA NAVANAGAR , Hubballi, KA, 580025

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About

A distinguished Certified Financial Planner (CFP) accredited by FPSB India, complemented by the Qualified Personal Financial Planner (Q PFP) certification from Network FP. Holding a Master's degree in Mathematics, A mutual fund distributor Specialized in tax-efficient strategies, direct stock investments, and holistic financial planning, catering to diverse clients including NRIs, doctors, and HUFs. An active BNI member of the Pioneer Chapter in Hubli

Practice at a glance

Years of Experience

500

Families Served

₹49

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

QPFP – Qualified Personal Finance Professional

Education

Formal Education

BSc – Bachelor of Science, Post Graduate Degree (Any Field), BSc – Bachelor of Science, Post Graduate Degree (Any Field)

Industry Education

NISM V-A – Mutual Fund Distributors Certification, 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

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Stocks & Equity

Loan Against Securities

PMS

Gift City

Complimentary Services

Get any of the free services to experience working with Nanda Umarani.

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

Stocks Portfolio Review

Retirement Readiness Check

Risk Profile Assessment

Financial Wellbeing Workshop

Tax-Saving Review

Loan & EMI Review