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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

Min Lumpsum Investment:₹1,00,000

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.

Financial Goals Analysis

Mutual Fund Portfolio Review

Risk Profile Assessment