Logo
Logo
Logo
Search By Categories
By Needs
  • Loading...
By Products
  • Loading...
By Specializations
  • Coming soon
Professionals Get ListedDownload Free Guidebook
Get Financial Wellbeing Check-Up
Logo
Logo
Priya Krishnamoorthy | Priya Krishnamoorthy | ThanePriya Krishnamoorthy | Priya Krishnamoorthy | Thane

Priya Krishnamoorthy

Priya Krishnamoorthy•Thane,MH
E601, Ignis, Lodha Splendora, Thane,
Thane, MH, 400615
E601, Ignis, Lodha Splendora, Thane, Thane, MH, 400615
View LinkedinView Website
LinkedIn
About

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
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Home Loans
Loan Against Securities
Gift City

Complimentary Services

Get any of the free services to experience working with Priya Krishnamoorthy.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
Risk Profile Assessment