Ravindran Lakshmanan
Wealthmax Enterprises Management Private Limited•Bengaluru,KA
Wealthmax Square,No 835, 17th Main, 23rd Cross, HSR Layout ,
Bengaluru, KA, 560102
Wealthmax Square,No 835, 17th Main, 23rd Cross, HSR Layout , Bengaluru, KA, 560102
Practice at a glance
32
Years of Experience
550
Families Served
₹450
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings: --
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
MBBS – Bachelor of Medicine & Bachelor of Surgery
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Plan Retirement
Save Taxes
Make a Will / Trust
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Complimentary Services
Get any of the free services to experience working with Ravindran Lakshmanan.
30 Minute Q&A — Ask Me Anything
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
Retirement Readiness Check