Certified Financial Planner
Current
Self-Employed
Sep 2022 - Present
AeroLeads people directory · profile
Anandaraman Cfp® Email & Phone Number
Certified Financial Planner® | 25+ years of experience in Financial Advisory | Connect with ultra HNIs | Learning Mind Mapping
at
Self-employed
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Self-employed
Role
Certified Financial Planner® | 25+ years of experience in Financial Advisory | Connect with ultra HNIs | Learning Mind Mapping
Location
Chennai, Tamil Nadu, India
Who is Anandaraman Cfp®? Overview
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Quick answer
Anandaraman Cfp® is listed as Certified Financial Planner® | 25+ years of experience in Financial Advisory | Connect with ultra HNIs | Learning Mind Mapping at Self-employed, based in Chennai, Tamil Nadu, India. AeroLeads shows a matched LinkedIn profile for Anandaraman Cfp®.
Anandaraman Cfp® previously worked as Certified Financial Planner at Self-Employed and Mutual Fund Distributor at Anandaraman Financial Services. Anandaraman Cfp® holds Cfp - Certified Financial Planner, Financial Planning And Services from Fpsb India.
Profile bio
About Anandaraman Cfp®
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
Current workplace
Anandaraman Cfp®'s current company
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Self-Employed
3 roles
Anandaraman Cfp® work experience
A career timeline built from the work history available for this profile.
Mutual Fund Distributor
Current
Anandaraman Financial Services
May 1997 - Present
Financial Advisor - Ppf, Recurring Deposits, Small Savings Schemes
Post Office Small Savings Advisor
Jul 1996 - Jul 2011
4 education records
Anandaraman Cfp® education
Cfp - Certified Financial Planner, Financial Planning And Services
Fpsb India
Bachelor’S Degree, Finance, Second
Bachelor Of Commerce - Bcom, Business/Commerce, General
Sslc, 8Th Std
Petit Seminaire Higher Sec. School
FAQ
Frequently asked questions about Anandaraman Cfp®
Quick answers generated from the profile data available on this page.
What company does Anandaraman Cfp® work for?
Anandaraman Cfp® works for Self-employed.
What is Anandaraman Cfp®'s role at Self-employed?
Anandaraman Cfp® is listed as Certified Financial Planner® | 25+ years of experience in Financial Advisory | Connect with ultra HNIs | Learning Mind Mapping at Self-employed.
Where is Anandaraman Cfp® based?
Anandaraman Cfp® is based in Chennai, Tamil Nadu, India while working with Self-employed.
What companies has Anandaraman Cfp® worked for?
Anandaraman Cfp® has worked for Self-Employed, Anandaraman Financial Services, and Post Office Small Savings Advisor.
How can I contact Anandaraman Cfp®?
You can use AeroLeads to view verified contact signals for Anandaraman Cfp® at Self-employed, including work email, phone, and LinkedIn data when available.
What schools did Anandaraman Cfp® attend?
Anandaraman Cfp® holds Cfp - Certified Financial Planner, Financial Planning And Services from Fpsb India.
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