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Umadevi G | Winnest Pvt Ltd | BangaloreUmadevi G | Winnest Pvt Ltd | Bangalore

Umadevi G

Winnest Pvt Ltd•Bangalore
Winnest South end circle Jayanagar 2nd block,
Bangalore, 560041
Winnest South end circle Jayanagar 2nd block, Bangalore, 560041
View Website

Practice at a glance

8
Years of Experience
1215
Families Served
₹0
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings: --
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 (Life)

Education

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Save Taxes
Build Wealth

Can help you buy / invest in

Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Umadevi.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check