I empower Professionals to achieve their financial freedom by bringing discipline to their Financial lives without compromising their lifestyle.
Logic, puzzle-solving, and listening skills, along with life experiences, have set my career path towards advising my clients on the nuances of personal finance. I always believe in empowering my clients with the right knowledge, bringing in a sense of pride and achievement, and making this journey towards their financial goals an enjoyable one.
Ethics First, Everything Next.
Practice at a glance
9
Years of Experience
89
Families Served
₹17
Crores Managed
Practice Details
Min Monthly Investment:₹20,000 & more
Min Lumpsum Investment:₹5,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Women Investors, Senior Citizens / Retirees
Language Spoken:Tamil, English
Qualification Completed
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
Education
Formal Education
BE – Bachelor of Engineering
Industry Education
NISM V-A – Mutual Fund Distributors 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
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Sukanya Ks.