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Tom Emmanuel

Tom Emmanuel•Ernakulam

2nd floor,Technozone business park,Trinity world road,Chittethukara,CSEZ p.o,

Ernakulam, 682037

2nd floor,Technozone business park,Trinity world road,Chittethukara,CSEZ p.o, Ernakulam, 682037

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About

Client-first personal finance professional with 17+ years of experience in financial services, helping individuals and corporates become informed investors and achieve life goals through structured financial planning and disciplined long-term investing

Practice at a glance

Years of Experience

150

Families Served

₹50

Crores Managed

Practice Details

Min Monthly Investment:₹10,000 & more

Min Lumpsum Investment:₹1,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, NRI / OCI, HNI Families, Doctors, Salaried Executives

Language Spoken:Hindi, Malayalam, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

CWM – Chartered Wealth Manager

MBA (Finance / Investments)

Licenses Held

AMFI Registered Mutual Fund Distributor

2320185881

IRDAI Licensed Insurance Agent (General)

SP0003353988

Education

Formal Education

MBA – Master of Business Administration

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Children’s Goals

Invest for Goals

Plan Retirement

Build Wealth

Can help you buy / invest in

Health Insurance

Life Insurance

Mutual Funds

SIF

AIF

Complimentary Services

Get any of the free services to experience working with Tom Emmanuel .

Financial Goals Analysis

Mutual Fund Portfolio Review

Risk Profile Assessment