I empower mid-career professionals to achieve financial freedom and a fulfilling retirement. With a expertise in behavioral finance, I understand the psychological aspects of money management and help my clients overcome common obstacles and biases. My approach is centered around providing personalized guidance, education, and support to make informed financial decisions. With a passion for improving financial well-being, I help individuals break through the barriers holding them back from achieving their long-term goals.
Practice at a glance
5
Years of Experience
150
Families Served
₹15
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
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BCom – Bachelor of Commerce
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
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Priya Krishnamoorthy.