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Naveen Julian Rego | Naveen Rego Capital Private Limited | MangaluruNaveen Julian Rego | Naveen Rego Capital Private Limited | Mangaluru

Naveen Julian Rego

Naveen Rego Capital Private Limited•Mangaluru,KA
First Floor, N J Arcade, Ladyhill, Mangalore,
Mangaluru, KA, 575006
First Floor, N J Arcade, Ladyhill, Mangalore, Mangaluru, KA, 575006
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About

We are Passionate about Financial Planning and Financial Literacy. We help individuals and families to focus on their profession, business, family and passions while we safeguard and grow their wealth. We strongly beleive human beings are not spread sheets. They have emotions, biases and feelings. Hence, our financial planning advise takes these into consideration while giving any financial planning advise. Also, being a SEBI Registered Investment Adviser, we are compensated by our clients only through fees ( we do not earn any brokerages/commissions) and hence we are solely dependent on our clients financial well being.

Practice at a glance

23
Years of Experience
250
Families Served
₹1,000
Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Fees
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees
Language Spoken:Hindi, Kannada, English

Qualification Completed

CFP – Certified Financial Planner

MBA (Finance / Investments)

Licenses Held

SEBI Registered Investment Adviser

INA000019211

Education

Formal Education

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

Industry Education

NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Naveen Julian Rego.

30 Minute Q&A — Ask Me Anything
Retirement Readiness Check