Comprehensive Financial Plan - Basic

  • 3rd EYE Financial Planners

    Comprehensive Financial Plan - Basic
    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 %
    8,800
  • Goodlife Consulting

    Comprehensive Financial Plan - Basic
    0 out of 5
    Planner Name – Bhavesh Joshi
    Location – Mahalakshmipuram, Bengaluru
    Experience – 11 years ,
    Education – B.Com, 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 – 50+
    Client Retention Rate – NA
    8,500
  • Hamara Planners

    Comprehensive Financial Plan - Basic
    0 out of 5
    Planner Name – Girish Khandelwal
    Location – Broadway, Chennai
    Experience – 7 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 – 100+
    Client Retention Rate – NA
    8,600
  • Kamalalingam Planners

    Comprehensive Financial Plan - Basic
    0 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 %
    8,400
  • Nagesh Narayan Planners

    Comprehensive Financial Plan - Basic
    5.00 out of 5
    Planner Name – Nagesh Narayan
    Location – Saidabad Colony , Hyderabad
    Experience – 8 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 – 50+
    Client Retention Rate – NA
    8,200
  • Saurabh Bansal

    Comprehensive Financial Plan - Basic
    0 out of 5
    Planner Name - Saurabh Bansal
    Location - Koramangala, Bengaluru
    Experience - 10 years ,
    Education - B.Tech, 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- 15+ ,
    Client Retention Rate - NA %
    9,000