AMFI Registered Mutual funds Distributor who aims to help clients plan ahead for their short-term needs and long-term goals. Focusing on goal based planning and create a holistic investment planning.
Practice at a glance
15
Years of Experience
250
Families Served
--
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Women Investors, Senior Citizens / Retirees, Doctors, Salaried Executives, Professionals (CAs, Lawyers)
Language Spoken:Hindi, Telugu, Tamil, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BCom – Bachelor of Commerce, MBA – Master of Business Administration, Post Graduate Degree (Any Field), Post Graduate Degree (Any Field)
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Children’s Goals
Organize Financials
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Financial Freedom
Buy Right Insurance
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Loan Against Securities
Complimentary Services
Get any of the free services to experience working with Janani Ravichandran.