R ROSHAN RAM, QPFP®

Primo Distribution Services•Chennai,TN

174, 3rd Rd, Imayam Colony, Sector A, Anna Nagar West Extension,

Chennai, TN, 600101

174, 3rd Rd, Imayam Colony, Sector A, Anna Nagar West Extension, Chennai, TN, 600101

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About

I am a second-generation Mutual Fund Distributor (MFD) beginning my journey in the financial services field, with a background in Mechanical Engineering. Coming from a finance-oriented family business, I combine traditional investment values with a modern, analytical approach. My engineering background helps me think systematically and solve problems efficiently, while my interest in finance motivates me to help clients make informed investment decisions for long-term wealth creation.

Practice at a glance

Years of Experience

450

Families Served

₹145

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹1,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Senior Citizens / Retirees

Language Spoken:Hindi, Tamil, Malayalam, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

8743

Education

Formal Education

BTech – Bachelor of Technology

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

NPS & Govt Schemes

Stocks & Equity

Home Loans

Loan Against Securities

Gift City

Complimentary Services

Get any of the free services to experience working with R ROSHAN RAM, QPFP®.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Mutual Fund Portfolio Review

Risk Profile Assessment