Wealth 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, Investment advisory & Wealth management
    Certified Financial Planner
    SEBI-RIA
    AUM-1Cr +
    FV Rating : 7/10
    : PANAMPILLY NAGAR
    CFP SEBI-RIA AUM-1Cr +
    3 Years+ Experience
    : PANAMPILLY NAGAR
    FV Rating : 7/10
    Specializes in Financial planning, Investment advisory & Wealth management

    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 %
    6 Years+ Experience
    Specializes in Financial planning, Investment advisory & Wealth management
    Certified Financial Planner
    SEBI-RIA
    AUM-100Cr +
    FV Rating : 9/10
    : Kochi
    CFP SEBI-RIA AUM-100Cr +
    6 Years+ Experience
    : Kochi
    FV Rating : 9/10
    Specializes in Financial planning, Investment advisory & Wealth management

    Please provide details for the schedule