Shop - Kamalalingam Planners

Investment Planning - Basic

Kamalalingam Planners

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 %

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Description

This product is recommended to be purchased after a general financial checkup. This enables the client and the financial planner to start with a broad understanding of the client requirements, investment horizon, cashflow requirements and risk tolerance.

The financial planner will undertake “Investment Planning - Basic” for individual clients with annual income less than 20 lakh per annum and relating to:

  1. Equities
  2. Fixed Income
  3. Mutual Funds
  4. Gold and precious metals
  5. Real estate and other alternative asset classes.

Output: The financial planner will develop and deliver to you a customized investment plan based on your annual cash surplus, investment horizon, age, cashflow requirements and risk tolerance.

Please note that the plan will be done based on the information provided by you. Hence you are advised to provide complete and detailed financial information about yourself and your family.

Here is how it will work:

  1. On purchase of this product, a requisition list (list will be detailing the required documents) will be shared with you.
  2. You will digitally submit the documents as per requisition list.
  3. Within 4 working days, you will receive a confirmed appointment with your financial planner, along with preliminary views (if possible) on the product.
  4. And your final product will be shared within 3 working days from the submission of last set of additional documents (if any) by you.

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Planner Name – Kamalalingam S
Location – Chromepet, Chennai ,
Experience – 11 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
Number of current clients – 500+
Client Retention Rate – NA

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