Purushottam Prabhu
SIP Center•Goa,GA
SS2 LOTUS GARDEN HOUSING SOCIETY DAVONDEM FATORDA GOA,
Goa, GA, 403602
SS2 LOTUS GARDEN HOUSING SOCIETY DAVONDEM FATORDA GOA, Goa, GA, 403602
About
Practice at a glance
20
Years of Experience
750
Families Served
₹200
Crores Managed
Practice Details
Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals
Language Spoken:Marathi
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
ARN-124266
IRDAI Licensed Insurance Agent (General)
0042426
IRDAI Licensed Insurance Agent (Life)
IA990786566
PFRDA Registered Retirement Adviser
PFM0000026960
Education
Formal Education
BSc – Bachelor of Science
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Children’s Goals
Organize Financials
Buy a Home
Save Taxes
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Complimentary Services
Get any of the free services to experience working with Purushottam Prabhu.
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
Retirement Readiness Check