Satish Holla
Solo Practitioner•Dakshina Kannada,KA
11-252/1A, "Shantha" Opp. Rotary Bhavan, Post B C Road, Bantwalantwal, ,
Dakshina Kannada, KA, 574219
11-252/1A, "Shantha" Opp. Rotary Bhavan, Post B C Road, Bantwalantwal, , Dakshina Kannada, KA, 574219
About
Practice at a glance
7
Years of Experience
25
Families Served
₹3
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
Licenses Held
AMFI Registered Mutual Fund Distributor
Education
Formal Education
BSc – Bachelor of Science
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Invest for Goals
Save Taxes
Make a Will / Trust
Can help you buy / invest in
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Satish Holla.
Financial Goals Analysis
Financial Health Check-up
Mutual Fund Portfolio Review