I am Jeyvenkatesh Rajagopal, Certified Financial Planner, Qualified Personal Finance Professional, a Pro Member of NetworkFP (a Network for Finance Professionals ), AMFI – Registered Mutual Fund Distributor. I have also completed NISM Investment Advisor XA & XB, (Level I & II).
Back in 2010, when I started this company, I had one and only vision – To help people live the life of their dreams.
I’ll be honest with you. Being a Certified Financial Planner wasn’t one of my top goals starting out. In fact, for a long time, I salaried working in BPO Services where the Salary became saturated at a point, and the struggle I faced due to money (or rather, the lack of it) turned me into a natural financial advisor. (A certification did no harm).
We Distribute Mutual Fund products for Short, Medium & Long Term as per one's need. You can choose from various categories as per your requirements.
Health Insurance covers the potential expense of hospitalization due to illness or accident. that can protect you and your family from financial hardship.
Fixed deposits describe an investment vehicle, usually some kind of debt instrument, that has a fixed time period of investment.
Higher education costs are shooting up. If you don't plan well, you could fall way short of the required corpus when your kid is ready for college
Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.