Advising clients for achieving their FINANCIAL GOALS and creating Blueprint for all financial goal pathways. Developing Goal Achievement Programme (GAP) for goals like #Emergency Fund#Child Education/Marriage Planning#Retirement Planning #Higher Education Planning #Estate Planning & Will Management Periodic Financial Plan Review Debt RestructureAdvising clients for SELECTION OF INVESTMENTS OPTIONS Understanding performance of current investments and need and then suggest them best options for best performance as per their need.Specialties 1) Financial Planning 2) Family's Future Financial Security 3) Children Plan 4) Health Insurance 5) Retirement Solution 6) Asset Allocation and management 7) Need Based Tailor-made Planning 8) Periodic Review of your Investments.Want to Fix an Appointment ? ContactAnandaraman RAssociate Financial PlannerMOB. : +919843146519WhatsApp : wa.me/919843146519Facebook Id : www.facebook.com/onlymutualfundsEmail: winwinwealth@outlook.com
Self-Employed
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Certified Financial PlannerSelf-Employed Sep 2022 - PresentChennai, Tamil Nadu, India
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Mutual Fund DistributorAnandaraman Financial Services May 1997 - Present
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Financial Advisor - Ppf, Recurring Deposits, Small Savings SchemesPost Office Small Savings Advisor Jul 1996 - Jul 2011
Anandaraman Cfp® Education Details
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Fpsb IndiaFinancial Planning And Services -
Second -
Business/Commerce, General -
Petit Seminaire Higher Sec. School8Th Std
Frequently Asked Questions about Anandaraman Cfp®
What company does Anandaraman Cfp® work for?
Anandaraman Cfp® works for Self-Employed
What is Anandaraman Cfp®'s role at the current company?
Anandaraman Cfp®'s current role is Certified Financial Planner® | 25+ years of experience in Financial Advisory | Connect with ultra HNIs | Learning Mind Mapping.
What schools did Anandaraman Cfp® attend?
Anandaraman Cfp® attended Fpsb India, Pondicherry University, Pondicherry University, Petit Seminaire Higher Sec. School.
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