Priya Srinivasan | Network FP Knowledge Solutions Pvt Ltd

About

Client-first Personal Finance Professional with 10+ years in financial services, helping individuals and corporates become informed investors and achieve life goals through structured financial planning and disciplined, long-term investing.

Practice at a glance

10

Years of Experience

150

Families Served

₹106

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹50,000 & more

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors

Language Spoken:Hindi, Tamil

Qualification Completed

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

1234

IRDAI Licensed Insurance Agent (General)

1234

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

Buy a Home

Invest for Goals

Plan Retirement

Financial Freedom

Buy Right Insurance

Create Emergency Fund

Can help you buy / invest in

Health Insurance

Life Insurance

Mutual Funds

PMS

SIF

Complimentary Services

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

30 Minute Q&A — Ask Me Anything

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Retirement Readiness Check

Risk Profile Assessment

Financial Wellbeing Workshop