ID:
Advisor Summary & Expertise
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Advisor Profile
Investment Advisor
Total Experience
5 Years
Regulatory Jurisdiction
Other
Registration / License ID
KKK55KK
Years in Finance
20 Years
Clients Served
51-100
LICENSE & REGISTRATION TYPES:
SEBI RIA
SEBI Research Analyst
Mutual Fund Distributor (ARN)
Stock Broker
Insurance Advisor
Business consultant
PROFESSIONAL CERTIFICATIONS:
CFP
CFA
CWM
NISM certifications (specify modules)
CA / CMA / CS
Other relevant certifications
Financial Services & Mandates
Dedicated Services
Financial planning (goals-based)
Wealth management / Portfolio management
Mutual funds & SIPs
Equity / Stock market investing
Derivatives & trading strategies
Crypto & digital assets (advisory / education)
Commercial property investments
Residential real estate investments
Insurance & risk planning
Tax planning (with CA / tax partner)
Estate & succession planning
NRI investment advisory
Other (please specify)
Target Client Profile
Salaried
Business owners
HNIs
NRIs
Start-up founders
Retirees
Others
Engagement Models
Ongoing portfolio management
Performance linked fees
Commercial Terms & Geographic Scope
Typical Fee Range
50000
Awards & Recognitions
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Offered Fee Models
Percentage of AUM
Commission / Distributor model
Location Served Country
CANADA
Location Served Cities
Toronto