Umadevi G
Winnest Pvt Ltd•Bangalore,KA
Winnest South end circle Jayanagar 2nd block,
Bangalore, KA, 560041
Winnest South end circle Jayanagar 2nd block, Bangalore, KA, 560041
About
Practice at a glance
8
Years of Experience
215
Families Served
₹10
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹50,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Armed Forces, Government Staff
Language Spoken:Hindi, Kannada, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
CFP – Certified Financial Planner
Licenses Held
AMFI Registered Mutual Fund Distributor
300924
IRDAI Licensed Insurance Agent (Life)
609848
Education
Formal Education
Post Graduate Degree (Any Field)
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
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
PMS
Complimentary Services
Get any of the free services to experience working with Umadevi G.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check
Risk Profile Assessment