Vidya Krishnamoorthy
Northward Financial Planners•Bangalore
#3, 3rd Floor, #90, 7th Main Road, Chelkere,
Bangalore, 560043
#3, 3rd Floor, #90, 7th Main Road, Chelkere, Bangalore, 560043
Practice at a glance
20
Years of Experience
75
Families Served
₹175
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
SEBI Registered Investment Adviser
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2
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
Other Insurances
Health Insurance
Life Insurance
Mutual Funds