Shridhar K | Finsherpa Investment Pvt Ltd

About

Personal finance professional. Believes and work on client first, integrity, need based solutions on client personal finance endeavours.

Practice at a glance

7

Years of Experience

100

Families Served

₹150

Crores Managed

Min Monthly Investment:₹10,000 & more

Min Lumpsum Investment:₹25,00,000 & more

Nature of earnings:Commissions

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

Specialises working with:Senior Management

Language Spoken:Tamil

QPFP – Qualified Personal Finance Professional

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Plan Complete Finances

Build Wealth

Financial Freedom

Fixed Deposits & Bonds

Health Insurance

Life Insurance

Mutual Funds

PMS

Get any of the free services to experience working with Shridhar K.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Retirement Readiness Check

Risk Profile Assessment