Ragunath Haldorai | Kotak Neo

About

Personal Finance Professional (PFP) with 10+ years of experience specializing in investment strategies, financial planning and risk management.

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings: --

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

MBA (Finance / Investments)

Education

Formal Education

MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM VIII – Equity Derivatives Certification, NISM XXI-A – Portfolio Management Services Distributors, IRDAI IC 38 – Life Insurance Agent Examination, NISM XIII: Common Derivatives Certification

Can help you to

Invest for Goals

Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Ragunath Haldorai.

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