Purnima Parmeshwaran | PURNA NIVESSH

About

I am a Personal Finance Professional, guiding people in their investment journey towards wealth creation with the help of mutual funds. Money management is key to experiencing a fulfilling and empowered life. It helps you prepare for every eventuality in life- medical emergencies, marriage, dream house, dream car, kids education & retirement. With my personal experience in Mutual Fund investments of over 2 decades, I can help you achieve financial freedom. Join me at PURNA NIVESH to explore the magic of compounding and watch your money grow over time.

Practice at a glance

23

Years of Experience

35

Families Served

₹2

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

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

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

Invest for Goals

Plan Retirement

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Purnima Parmeshwaran.

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