Naveenkumar Patil, QPFP®
VELORA FINANCIAL SERVICES LLP•Hubballi,KA
F9, C-BLOCK, 1st FLOOR, REVANKAR COMPLEX, OLD COURT CIRCLE, DESHPANDE NAGAR,
Hubballi, KA, 580029
F9, C-BLOCK, 1st FLOOR, REVANKAR COMPLEX, OLD COURT CIRCLE, DESHPANDE NAGAR, Hubballi, KA, 580029
About
Practice at a glance
14
Years of Experience
461
Families Served
₹82
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹50,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs
Language Spoken:Hindi, Telugu, Kannada
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BCom – Bachelor of Commerce, MBA – Master of Business Administration
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Build Wealth
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
PMS
AIF
Complimentary Services
Get any of the free services to experience working with Naveenkumar Patil, QPFP®.
30 Minute Q&A — Ask Me Anything
Mutual Fund Portfolio Review