Investment Advisor in Kochi

  • Maxie Jose

    Wealth Advisor in Kochi
    0 out of 5
    Planner Name - Maxie Jose
    Location - PANAMPILLY NAGAR, Kochi
    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 %
    3 Years+ Experience
    Specializes in Financial planning, Tax planning & Retirement planning
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 9/10
    : PANAMPILLY NAGAR
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : PANAMPILLY NAGAR
    FV Rating : 9/10
    Specializes in Financial planning, Tax planning & Retirement planning

    Please provide details for the schedule





  • Prakash Pynadath

    Wealth Advisor in Kochi
    0 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
    3 Years+ Experience
    Specializes in Financial planning, Tax planning & Retirement planning
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 9/10
    : Kochi
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : Kochi
    FV Rating : 9/10
    Specializes in Financial planning, Tax planning & Retirement planning

    Please provide details for the schedule





  • Progno Financial Planning Systems

    Wealth Advisor in Kochi
    0 out of 5
    Planner Name - Progno Financial Planning Systems
    Location - KALOOR, Kochi
    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 %
    3 Years+ Experience
    Specializes in Financial planning, Tax planning & Retirement planning
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 9/10
    : Kochi
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : Kochi
    FV Rating : 9/10
    Specializes in Financial planning, Tax planning & Retirement planning

    Please provide details for the schedule





  • Progress Planners Financial Services

    Wealth Advisor in Kochi
    0 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
    3 Years+ Experience
    Specializes in Financial planning, Tax planning & Retirement planning
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 9/10
    : Kochi
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : Kochi
    FV Rating : 9/10
    Specializes in Financial planning, Tax planning & Retirement planning

    Please provide details for the schedule





  • S Jaideep

    Wealth Advisor in Kochi
    0 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
    3 Years+ Experience
    Specializes in Financial planning, Tax planning & Retirement planning
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 9/10
    : Kochi
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : Kochi
    FV Rating : 9/10
    Specializes in Financial planning, Tax planning & Retirement planning

    Please provide details for the schedule





  • Santosh Kurup

    Wealth Advisor in Kochi
    0 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
    3 Years+ Experience
    Specializes in Financial planning, Tax planning & Retirement planning
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 9/10
    : Kochi
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : Kochi
    FV Rating : 9/10
    Specializes in Financial planning, Tax planning & Retirement planning

    Please provide details for the schedule





  • Satish Rajan N

    Wealth Advisor in Kochi
    0 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
    3 Years+ Experience
    Specializes in Financial planning, Tax planning & Retirement planning
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 9/10
    : Kochi
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : Kochi
    FV Rating : 9/10
    Specializes in Financial planning, Tax planning & Retirement planning

    Please provide details for the schedule