Uthara Ramakrishnan | Artha Financial Services

About

Subbroker of Motilal Oswal, in the industry since 27 years. Based in Kozhikode, Kerala Social media channel finance & u has around 2 lakhs followers on Instagram/Facebook/YouTube

Practice at a glance

27

Years of Experience

3000

Families Served

₹700

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds

Life Insurance

Mutual Funds

Stocks & Equity

Complimentary Services

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

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

One Page Financial Blueprint

Retirement Readiness Check