Periasamy Palanisamy | INDEPENDENT FINANCIAL ADVISOR

About

Have more than 20 years experience in various industrial domains and 12+ years in self investing and 4 Years in MF advisory field. I am a QPFP certified and managing more than 50 familes with AUM of 5 Cr.

Practice at a glance

4

Years of Experience

50

Families Served

₹4

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

QPFP – Qualified Personal Finance Professional

CWM – Chartered Wealth Manager

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Periasamy Palanisamy.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Insurance Portfolio Review

Mutual Fund Portfolio Review