We distribute financial products with utmost respect, integrity, and empathy, prioritizing the unique needs of every family we serve to safeguard their financial security, foster prosperity, and build lasting trust.
Practice at a glance
10
Years of Experience
150
Families Served
₹20
Crores Managed
Practice Details
Min Monthly Investment:₹5,000
Min Lumpsum Investment:₹50,000
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, HNI Families, Salaried Executives, Founders & Entrepreneurs
Language Spoken:Hindi, Telugu, Tamil, Kannada
Licenses Held
AMFI Registered Mutual Fund Distributor
105199
IRDAI Licensed Insurance Agent (General)
AIG0041686000
IRDAI Licensed Insurance Agent (Life)
0216061B
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
Organize Financials
Invest for Goals
Save Taxes
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Raghavendra .