Comprehensive Financial Plan - Advanced

  • 3rd EYE Financial Planners

    Comprehensive Financial Plan - Advanced
    0 out of 5
    Planner Name - 3rd Eye Financial Planners
    Location - Secunderabad , Hyderabad
    Experience - 20 years ,
    Education - B.Com, MBA, CFP
    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- 100+ ,
    Client Retention Rate - NA %
    26,000
  • Fortune Planners

    Comprehensive Financial Plan - Advanced
    4.00 out of 5
    Planner Name – B Padmanaban
    Location – T Nagar , Chennai
    Experience – 10 years ,
    Education – CFP ,
    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
    Number of current clients – 200+
    Client Retention Rate – NA
    25,000
  • Kamalalingam Planners

    Comprehensive Financial Plan - Advanced
    4.00 out of 5
    Planner Name – Kamalalingam S
    Location - Chromepet , Chennai
    Experience - 10 years ,
    Education – B.A.L, MBA, CFP ,
    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- 500+ ,
    Client Retention Rate - NA %
    25,000