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Raghu Kumar

Finsim•Bengaluru,KA

#F263, 6th Cross, Bharath Nagar 1st Stage, Anjananagar,

Bengaluru, KA, 560091

#F263, 6th Cross, Bharath Nagar 1st Stage, Anjananagar, Bengaluru, KA, 560091

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About

Professionally I have over 15 years of experience in Investment Banking Operations. But more than this I have an experience of over 18 years in the field of Investing and wealth creation, which has helped me in achieving my financial goals. In terms of qualifications, I am a Certified Financial Planner (CFP), also certified by AMFI, IRDA and NCFM Certified in Mutual Funds, Insurance and Investment Planning & Portfolio Management.

Practice at a glance

Years of Experience

250

Families Served

₹30

Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more

Min Lumpsum Investment:₹10,000 & more

Nature of earnings:Fees

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, Women Investors

Language Spoken:Hindi, Kannada, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

SEBI Registered Investment Adviser

Education

Formal Education

BCom – Bachelor of Commerce, Post Graduate Degree (Any Field)

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

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

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