Priya Nattudurai | COMPASS FINVEST

About

Founder & CEO, COMPASS FINVEST | AMFI Registered Mutual Fund Distributor | Personal Finance Coach | Wealth Strategist I am the Founder & CEO of Compass Finvest, an AMFI-registered mutual fund distribution company I established in December 2022. Compass Finvest is a growing financial services start-up committed to helping individuals make informed investment decisions. We offer a comprehensive range of financial products and personalized guidance to help clients select the right solutions aligned with their financial goals and aspirations. My mission is to empower investors to build long-term wealth with clarity, confidence, and purpose.

Practice at a glance

3

Years of Experience

50

Families Served

₹5

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

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Plan Retirement

Save Taxes

Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

Complimentary Services

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

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

Retirement Readiness Check