Prakash Praharaj | Max Secure Financial Planners

About

Worked in RBI, United India, SBI and SBI Life. Taught Portfolio Management to MBA students. Published two books(1) “Your Everyday Guide to Personal Finance and Insurance” (2015)and (2)"Your Everyday guide to Behavioural Finance"(2022)

Practice at a glance

12

Years of Experience

80

Families Served

₹100

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Fees

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Licenses Held

SEBI Registered Investment Adviser

Education

Formal Education

BCom – Bachelor of Commerce

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

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

NPS & Govt Schemes

Complimentary Services

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

Financial Health Check-up

Retirement Readiness Check