T M Subrahmanya swamy | RJ Finserv

About

After working two decades in pharma industry, I moved over to mutual fund industry .It's an interesting journey in the investment world which respects qualified & ethical practitioners. Acquiring global standard financial planning qualification CFP & industry ready QPFP have helped me to improve my client engagements.

Practice at a glance

10

Years of Experience

150

Families Served

₹25

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

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Children’s Goals

Organize Financials

Plan Retirement

Save Taxes

Can help you buy / invest in

Global Investing

Mutual Funds

Loan Against Securities

PMS

SIF

Complimentary Services

Get any of the free services to experience working with T M Subrahmanya swamy.

Financial Goals Analysis