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Venkatachalam KK | Venkatachalam KK | Bangalore

Venkatachalam KK

Venkatachalam KK•Bangalore
D-102, Wing 1, Saravana Tranquil Heights, Near Sambhram College, M.S. Palya,,
Bangalore, 560097
D-102, Wing 1, Saravana Tranquil Heights, Near Sambhram College, M.S. Palya,, Bangalore, 560097
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About

I truly believe in empowering individuals and families to achieve their financial goals through informed investment choices. As a dedicated mutual fund distributor, comprehensive suite of services are offered which are tailored to meet your unique financial needs. I will help you in selecting the right funds based on your risk appetite and financial objectives, ensuring a diversified investment portfolio that aims for optimal growth. Insurance - From life insurance to health coverage, personalized solutions that offer peace of mind and financial security for you and your loved ones. Fixed Deposits - Looking for a safe and reliable investment option? Fixed Deposit services provide competitive interest rates, ensuring your capital remains secure while earning steady returns. The need of the hour is honest communication that ensures you have all the information needed to make informed decisions.

Practice at a glance

9
Years of Experience
80
Families Served
₹14
Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more
Min Lumpsum Investment:₹10,000 & 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, Telugu, Tamil, Kannada, English

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
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Home Loans
Loan Against Securities

Complimentary Services

Get any of the free services to experience working with Venkatachalam KK.

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
Retirement Readiness Check
Risk Profile Assessment
Financial Wellbeing Workshop
Tax-Saving Review