Uma kumaravelan

Uma Kumaravelan is a certified financial planner practicing since 2008 in the name Oaktree. We have catered to salaried high income professionals manage their finances efficiently and effectively. We have implemented investments for employees through employer employee schemes. This has been a great success as it inculcated the investment habit amongst the employees. With long term relation with our clients, the second generation of the the happy families have started investment with us. We have successfully started investments for Indians working abroad. Investments, Insurance, tax planning, estate planning all carried out under one roof. We adhere to our tag line Good advice, Truly personalized.