COMPANY PROFILE

"AMFI-Registered Mutual Fund Distributor"

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COMPANY PROFILE

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, 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).

My financial journey unveiled some gruesome truths – one of them being – There are SO many people who are hopeless, helpless, and vulnerable due to paucity of money!

This realization left a resounding urge in me to help and guide people attain financial freedom.

Since its incorporation, we have helped 148 families and 690 retired couples, 652 Individuals, 8 Chartered Accountants, 47 Bank officials, 85 Business owners and entrepreneurs, and many more people to attain financial freedom.