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YUVA RAJA | BOHO FINSERV PVT LTD | BengaluruYUVA RAJA | BOHO FINSERV PVT LTD | Bengaluru

YUVA RAJA

BOHO FINSERV PVT LTD•Bengaluru,KA
WEST GATE POINT, Unit 3 I Floor 77 R V Road, Basavanagudi, Bengaluru,
Bengaluru, KA, 560004
WEST GATE POINT, Unit 3 I Floor 77 R V Road, Basavanagudi, Bengaluru, Bengaluru, KA, 560004
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About

Having 26 years of experience in Financial Services Industry focusing on helping families to achieve their financial freedom. Passionate about Education people about financial wellbeing. Instrumental in helping more than 250 families in achieving financial discipline. Conducting and overseeing EYE camp for Govt. School children to screening and providing spectacles in association with OneSight Essilor Luxottica Foundation and Pragathi Foundation. Teaching Govt school children about basic financial literacy. Managing Committe member for 8 years at Council of Financial Planners. Conducting Investor awareness sessions for various organisations and general public. Passionate about helping people in general. Mandatorily involve Spouse during the financial wellbeing discussions

Practice at a glance

26
Years of Experience
300
Families Served
₹250
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
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

BSc – Bachelor of Science

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Children’s Goals
Organize Financials
Buy a Home
Save Taxes
Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with YUVA RAJA.

Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review