Naveen U
Practice at a glance
15
Years of Experience
300
Families Served
₹0
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:
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BSc – Bachelor of Science, BSc – Bachelor of Science
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
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Naveen U.
Financial Health Check-up
Insurance Portfolio Review