50

  • S Sridharan

    Wealth Advisor in Chennai
    5.00 out of 5
    Experience - 3+ years ,
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Education - SEBI RIA
    Asset under Advisory - 1+ crore,
    FV Rating: 9/10
    14 Years+ Experience
    Specializes in Financial planning, Investment advisory & Wealth management
    Certified Financial Planner
    SEBI-RIA
    AUM-50Cr +
    FV Rating : 4/5
    : Nanganallur
    CFP SEBI-RIA AUM-50Cr +
    14 Years+ Experience
    : Nanganallur
    FV Rating : 4/5
    Specializes in Financial planning, Investment advisory & Wealth management

    Please provide details for the schedule





  • Wealth Creators Financial Advisors

    Wealth Advisor in Pune
    4.00 out of 5
    Planner Name - Wealth Creators Financial Advisors
    Location - HADAPSAR, Pune
    Experience - 3+ years ,
    Education - SEBI-RIA
    Specialization - Comprehensive financial plan, Tax, investment, insurance & retirement planning
    Income Criteria - Advises clients with over 1 lakh in net annual income
    Asset Criteria - Advises clients with more than 1 lakh in savings & investments
    Assets under Advisory - NA crore,
    Number of current clients- 10+ ,
    Client Retention Rate - NA %
    12 Years+ Experience
    Specializes in Financial planning, Investment advisory & Wealth management
    Certified Financial Planner
    SEBI-RIA
    AUM-50Cr +
    FV Rating : 3/5
    : Pune
    CFP SEBI-RIA AUM-50Cr +
    12 Years+ Experience
    : Pune
    FV Rating : 3/5
    Specializes in Financial planning, Investment advisory & Wealth management

    Please provide details for the schedule