General Financial Checkup

  • Hyderabad---3rd-eye
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    3rd EYE Financial Planners

    General Financial Checkup
    3.00 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 %
    ₹1,000
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  • Chennai---Fortune-Planners
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    Fortune Planners

    General Financial Checkup
    5.00 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
    ₹1,000
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  • Bengaluru---goodlife-consulting
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    Goodlife Consulting

    General Financial Checkup
    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
    ₹1,000
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  • Chennai -Hamara Planners -Girish Khandelwal2
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    Hamara Planners

    General Financial Checkup
    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
    ₹1,000
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  • Chennai---Kamalalingam
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    Kamalalingam Planners

    General Financial Checkup
    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 %
    ₹1,000
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  • Hyderabad---Nagesh-Narayan
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    Nagesh Narayan Planners

    General Financial Checkup
    0 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
    ₹1,000
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  • Chennai--Dr-Muthu-Ranganath
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    PriyaFincorp Planners

    General Financial Checkup
    0 out of 5
    Planner Name - Dr.Muthu Ranganath
    Location - Saidapet , Chennai
    Experience - 1 years ,
    Education - PhD, CFP
    Specialization - General financial checkup & tax 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 %
    ₹1,000
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  • FinVizer- Saurabh Bansal
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    Saurabh Bansal

    General Financial Checkup
    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 %
    ₹1,000
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