Ruben Menezes
Ruben Menezes•Mangaluru
423 Lotus Paradise Plaza Bendorewell,
Mangaluru, 575002
423 Lotus Paradise Plaza Bendorewell, Mangaluru, 575002
About
Practice at a glance
25
Years of Experience
200
Families Served
₹350
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹2,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, NRI / OCI, Women Investors, Senior Citizens / Retirees, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers)
Language Spoken:Hindi, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
IRDAI Licensed Insurance Agent (Life)
Education
Formal Education
BE – Bachelor of Engineering
Industry Education
NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2, NISM XVII: Retirement Advisor Certification, NISM XXI-A – Portfolio Management Services Distributors, NISM XIII: Common Derivatives Certification, IRDAI IC 38 – Life Insurance Agent Examination, NISM VIII – Equity Derivatives Certification, NISM XVII: Retirement Advisor Certification, NISM XXI-A – Portfolio Management Services Distributors, NISM XIII: Common Derivatives Certification, IRDAI IC 38 – Life Insurance Agent Examination, NISM VIII – Equity Derivatives Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Can help you buy / invest in
Other Insurances
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Ruben Menezes.
30 Minute Q&A — Ask Me Anything
Insurance Portfolio Review
Retirement Readiness Check