Satyanarayana G S
Satyanarayana G S•Bangalore,KA
Flat no 3 Panchamukhi No 38 and 39 3rd cross Bloomfield Garden Ramachnadrpura Vidyaranypura,
Bangalore, KA, 560097
Flat no 3 Panchamukhi No 38 and 39 3rd cross Bloomfield Garden Ramachnadrpura Vidyaranypura, Bangalore, KA, 560097
About
Practice at a glance
3
Years of Experience
10
Families Served
₹15
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹50,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals
Language Spoken:Hindi, Telugu, Kannada, English
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
354900
IRDAI Licensed Insurance Agent (Life)
01485073
Education
Formal Education
BE – Bachelor of Engineering
Industry Education
NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2, NISM XVII: Retirement Advisor Certification
Can help you to
Children’s Goals
Invest for Goals
Plan Retirement
Save Taxes
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Satyanarayana G S.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
Retirement Readiness Check
Risk Profile Assessment
Financial Wellbeing Workshop