Search for Registered Investment Advisor (RIA)

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  • Advisors12 result(s)

V S Binu

Registered Investment Advisor (RIA) , Kochi,India

Age: 39 Qualification: MBA, CFP, NISM V A, NISM X A, NISM X B Experience : 14 Years

Designation : at ,

About
A financial planner qualified with MBA Finance, CFP, NISM VA, NISM XA and XB, having 5 years of experience in making financial plans for individuals, HNI and corporates. Working as a Financial Planning consultant for few wealth management companies in India and also business consultant for few IT companies and investment management companies outside India which includes USA. Having 10 years of experience as a Professor of finance, associated with leading business schools in Kerala

Services Offered
Long Term Investment, Life Term Insurance, Goal Planning, Goal Planning, Stock Investment More

Gayatri Jagdale

Registered Investment Advisor (RIA) , Pune,India

Age: 40 Qualification: MBA finance Experience : 16 Years

About
I am a SEBI RIA, Fee-Only Financial Planner, Blogger and NRI investment consultant @ www.fund-matters.com

Services Offered
Long Term Investment, Life Term Insurance, Health Insurance, Complete Financial Planning, Investment Planning More

Arsh Khanna

Registered Investment Advisor (RIA) , West Delhi,India

Age: 26 Qualification: CFA, CFP, MBA-Finance Experience : 5 Years

About
I have a clear, logical mind with a practical approach to problem-solving and a drive to see things through to completion. I have more than 5 years of experience in managing clients and designing client’s portfolio across multiple asset classes with research backed models. I am eager to learn, I enjoy overcoming challenges, and I have a genuine interest in financial management.

Services Offered
Stock Review, Long Term Investment, IPO, Life Term Insurance, Health Insurance More

Rikita Shah

Registered Investment Advisor (RIA) , Pune,India

Age: 30 Qualification: MBA Experience : 6 Years

Licenses: Investment Adviser (Level 1) - NISM-Series-X-A, Investment Adviser (Level 2) - NISM Series-X-B

About
I am an| Author | Founder, Vibgyor Financial Consultancy | Financial Advisor & Planner | Ex – HDFC,I help individuals to gain right knowledge needed to manage their money and guide them to achieve the financial corpus needed to fulfill their life goals. How to earn money is something that we have been learning since a long time, but how to keep and manage that money is what we fail to learn.So I help all individuals who feel that there is an imbalance between earning and managing their money.

Services Offered
Complete Financial Planning, Succession Planning, Investment Planning, Portfolio Review, Start an SIP More

omkar kirkire

Registered Investment Advisor (RIA) , lanja,India

Age: 37 Qualification: MSc. (mathematics) , Dip Aeronautical eng, DHSC Experience : 15 Years

Designation : VC at Bitmaster,

About
I have been in Financial Services form last 15 years . Started portfolio management with Equity & cammodity. From 2013 portfolio management in Cryptocurrency with full transparency. Approximately promise of returns 65% to 95% annually. advisory and consulting across various products such as Equity, Commodity, Forex. Have experience handled huge number of Clients.

Services Offered
Stock Review, Short Term Stock Trading, Long Term Investment, IPO, Complete Financial Planning More

Sulabh Chhabra

Registered Investment Advisor (RIA) , Gurgaon,India

Age: 37 Qualification: Certified Financial Planned, MSc Finance, Investment Advisor (NISM) Experience : 5 Years

Licenses: ARN - AMFI Certificate

About
Investrightwithsc is a personalised financial planning advisory with a firm belief that each individual has the right to quality financial planning to ensure they meet their life goals. Our dedicated team provides customised financial advice which is easy to understand and implement. I am personally engaged to prepare comprehensive financial plans for each of our clients, and then assist them in making the right allocations towards the achievement of their long term financial goals.

Services Offered
Long Term Investment, Life Term Insurance, Health Insurance, Fire Insurance, Money Back Insurance More

Gaurav Verma

Registered Investment Advisor (RIA) , Gurgaon,India

Age: 40 Qualification: B. E. Comp. Sc. Experience : 6 Years

Licenses: ARN - AMFI Certificate, Life Insurance Agent

About
I am a financial advisor. I am a Licentiate in Life Insurance. I have dealt with complex cases in Life Insurance, like Business Insurance, Key-man Insurance, NRI's, Marine Engineers, Pilot's etc.

Services Offered
Life Term Insurance, Health Insurance, Money Back Insurance, Complete Financial Planning, Investment Planning More

RUSHIKA SABNIS

Registered Investment Advisor (RIA) , Mumbai,India

Age: 19 Qualification: MBA Experience : 11 Years

Licenses: Authorized Person - SEBI

About
I am a SEBI REGISTERED INVESTMENT ADVISOR and a Personal Finance Consultant I am a Gold Medalist MBA and an IIM Graduate. I am a full time trader and an equity market expert with more than 9 years experience. I help individuals to plan their FINANCES better and GROW Wealth. I help them to Save and Invest their money better to achieve their Financial Goals and move to a Secured Future

Services Offered
Stock Review, Short Term Stock Trading, Long Term Investment, Investment Planning, Portfolio Review More

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