Rajshekharayya Hawaldar | Mutual Fund Distributor

About

I am a CERTIFIED FINANCIAL PLANNER CM professional. I am very passionate about encouraging people to work towards their financial wellness. I am committed to deliver quality goal-based investment planning and execution services in a simple, transparent and ethical way. I am an engineer by education with over 28 years of experience in engineering industry. I started my practice as MFD in 2018 to pursue my passion of supporting financial inclusion. I bring my services on the strength of this proven track record of delivering customer centric solutions consistently and predictably.

Practice at a glance

7

Years of Experience

72

Families Served

₹0

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

BE – Bachelor of Engineering

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Buy a Home

Plan Retirement

Can help you buy / invest in

Fixed Deposits & Bonds

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Rajshekharayya Hawaldar.

30 Minute Q&A — Ask Me Anything

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

Retirement Readiness Check