Prashantha S | Wealth Maxima Finvest

About

A Wealth Management professional with 20 Years of Experience in the Field of Personal Finance , Goal Based Investment and Risk Management

Practice at a glance

20

Years of Experience

160

Families Served

₹112

Crores Managed

Practice Details

Min Monthly Investment:₹25,000 & more

Min Lumpsum Investment:₹10,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:NRI / OCI, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors

Language Spoken:Hindi, Kannada, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Education

Formal Education

Post Graduate Degree (Any Field), BBA – Bachelor 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

Invest for Goals

Save Taxes

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 Prashantha S.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review

Retirement Readiness Check