Uttam R
Symphonia Wealth Pvt Ltd•Chennai,TN
12/1, 3rd Floor, Sona Complex, 52nd Street, 7th Avenue, Ashok Nagar,
Chennai, TN, 600083
12/1, 3rd Floor, Sona Complex, 52nd Street, 7th Avenue, Ashok Nagar, Chennai, TN, 600083
Practice at a glance
6
Years of Experience
350
Families Served
₹40
Crores Managed
Practice Details
Min Monthly Investment:₹25,000 & more
Min Lumpsum Investment:₹5,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors
Language Spoken:Hindi, Tamil, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
Education
Formal Education
BSc – Bachelor of Science
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
Can help you buy / invest in
Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
Complimentary Services
Get any of the free services to experience working with Uttam R.
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Mutual Fund Portfolio Review
Retirement Readiness Check