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Rabindranath Laha CFP,QPFP | A R WEALTH | BengaluruRabindranath Laha CFP,QPFP | A R WEALTH | Bengaluru

Rabindranath Laha CFP,QPFP

A R WEALTH•Bengaluru
63/1,COCONUT GARDEN LAYOUT,2ND MAIN,2ND CROSS,NAGARBHAVI MAIN ROAD,BANGALORE,
Bengaluru, 560072
63/1,COCONUT GARDEN LAYOUT,2ND MAIN,2ND CROSS,NAGARBHAVI MAIN ROAD,BANGALORE, Bengaluru, 560072
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About

Helping people to fulfill their financial goals and to achieve FINANCIAL FREEDOM in their personal financial life since 2001 with utmost honesty,sincerety, ethically ,professionly and keeping in mind the clients interest first. Started the practice in the field PERSONAL FINANCE in 2001 after having good experience in the field of Insurance both life and general,mutual funds,bonds,deposits,tax savings products,capital gains bonds and through these products develops immence knowledge in the field of financial services industries.Got knowledge and experiences and overall trust of the people who believes and experiences that I am able to deliver and fulfill their financial goals in life with dignity.

Practice at a glance

25
Years of Experience
150
Families Served
₹174
Crores Managed

Practice Details

Min Monthly Investment:₹50,000 & more
Min Lumpsum Investment:₹10,00,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals
Language Spoken:English

Qualification Completed

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

PFRDA Registered Retirement Adviser

Education

Formal Education

BA – Bachelor of Arts

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes

Complimentary Services

Get any of the free services to experience working with Rabindranath Laha CFP,QPFP.

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
Stocks Portfolio Review
Retirement Readiness Check