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Padmashree B E | Partner Association with - Continental Financial Services - Dubai || NJ Wealth - India || Wealthy Platform - India | ChennaiPadmashree B E | Partner Association with - Continental Financial Services - Dubai || NJ Wealth - India || Wealthy Platform - India | Chennai

Padmashree B E

Partner Association with - Continental Financial Services - Dubai || NJ Wealth - India || Wealthy Platform - India•Chennai
Indigo Icon Towers - JLT || Branch - Building 11 - Business bay,
Chennai, 600100
Indigo Icon Towers - JLT || Branch - Building 11 - Business bay, Chennai, 600100
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About

With a passion for financial empowerment, I am Padmashree B E—a seasoned financial planner dedicated to guiding Indian expatriates and global professionals toward lasting financial security. As a CFP and QPFP, my expertise lies in crafting tailored solutions for the unique needs of expats and cross-border families, offering a spectrum of domestic and international savings options along with comprehensive insurance plans. Drawing upon over a decade of experience in finance, I specialize in helping expats systematically build wealth, organize their financial lives across jurisdictions, and achieve financial wellbeing through ethical, client-centric planning. My mission is to simplify money matters for individuals and expatriate families, ensuring their priorities are addressed and their legacies created with smart investment choices and holistic financial strategies.

Practice at a glance

2
Years of Experience
20
Families Served
₹3.5
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Industry Education

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
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

Complimentary Services

Get any of the free services to experience working with Padmashree.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
One Page Financial Blueprint