Partner And Compliance Officer
CurrentSEBI Registered Corporate Investment Advisors (License Number: INA000019451; Validity: Perpetual)
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Krishnan V is listed as Partner and Compliance Officer at K&R Planners LLP, based in Tamil Nadu, India. AeroLeads shows a matched LinkedIn profile for Krishnan V.
Krishnan V previously worked as Partner and Compliance Officer at Arthavidhi Investment Advisors Llp and Partner at K&R Capital.
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For years I have been practicing the various aspects of personal finances. Over time I have gained varied experiences to deal with finer nuances of personal finance. My views are regularly covered in leading financial daily (HT Mint) under personal finance section. I have co-authored 8 books for certifications offered by Insurance Institute of India.I am passionate about sharing my knowledge and expertise of personal finance as a powerful tool to design a personal finance management strategy for your financial independence. Here’s who we work with:● SALARIED PROFESSIONALS: Are you looking for a financial planner who can evaluate and provide an unbiased opinion on your finances? Be it a detailed yearly cashflow, preparing yourself for any emergencies, expenses on children education, expenses on children marriage, loan/debt optimization, tax optimization, retirement planning, insurance planning, etc. We offer a customized and unbiased financial plan that is just right for you.● INFORMATION TECHNOLOGY (IT) PROFESSIONALS WITH INTERNATIONAL ASSIGNMENTS: Apart from the above, do you also worry about your residence status while filing for income taxes? We can advise on various tax rules including double taxation arrangements for you to get maximum tax advantages. ● PRACTICING DOCTORS, ENGINEERS, ARCHITECTS, etc: Is lack of time to monitor your progress and timely protection of your wealth a cause of worry? Successful achievement of your financial goal requires both wealth creation as well as wealth protection. We offer proven strategies and tools which ensures guaranteed achievement of your goals.If you are seriously looking for a Financial Planner who can guide you to face financial uncertainties with certainty, call me now at +91-9833 388 992.
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Bengaluru, Karnataka, India
SEBI Registered Corporate Investment Advisors (License Number: INA000019451; Validity: Perpetual)
Delhi, Coimbatore, Mumbai, Pune And Bengaluru
K&R Capital has officially been granted a license as an “Authorised Person” of ICICI Securities Ltd. This is a significant milestone, enabling us to offer an extensive range of financial products and services designed to meet your diverse needs. Here's a glimpse of what we now bring to the table:📊 Our Comprehensive Product/Service Portfolio: Demat and Trading accounts Mutual Funds Bonds IPOs Non-Convertible Debentures (NCDs) Fixed Deposits Home Loan Loan against securities Wealth products National Pension Scheme (NPS) ... and much more.By engaging with us, you get: 💡 Complete Transparency: Your account is opened directly with ICICI Securities, ensuring complete transparency in all transactions. 🚀 Best-in-Class Technology: We leverage cutting-edge technology to consolidate all your investments in one place. Save time and effort with seamless portfolio tracking. 🤝 Personalized Service: At K&R Capital, we pride ourselves on personalized service. Reach out anytime for expert assistance and a dedicated support system. 🧠 Know the WHY and HOW of Investing: We don't just offer products; we guide you through the WHY and HOW of each investment. Empowering you to make informed decisions for a secure financial future.Ready to experience a new era of financial services? Connect with me via DM here on LinkedIn, or drop me an email at vkrg.cfp@gmail.com, or simply give me a call at 9833388992. Let's embark on this financial journey together and achieve your investment goals!Thank you for your trust and partnership. Here's to a prosperous future with K&R Capital! 🚀💼
Mumbai, Maharashtra, India
"Necessity is the mother of invention". The story of K&R Planners LLP rightly fits this apt statement. Krishnan and Rajiv (Founders of K&R Planners LLP) experienced the repercussions of couple of wrong personal finance decisions way back in mid 2000. What was more concerning was the fact that we were the victims of mis-selling in spite being a part of the finance industry. This experience triggered us to acquire extensive knowledge of various aspects of personal finance. With an intention to provide an unbiased recommendation on various issues pertaining to personal finance of individuals, K&R Planners LLP was incorporated in 2015.In a world where people are affected by complexity and looking for trust, we believe our unshakable focus on you will become identified as a model for the future. We regularly contribute on various personal finance topics in a leading finance daily (HT Mint) with an intention of spreading awareness about various aspects of financial planning.Here’s our area of expertise:● FINANCIAL PLANNING● INVESTMENT PLANNING● RETIREMENT PLANNING● GOAL BASED PLANNING FOR EMERGENCY, EDUCATION, MARRIAGE, WEALTH PROTECTIONIf you are seriously looking for a Financial Planner who can guide you to face financial uncertainties with certainty, write to us at support@krplanners.com
Mumbai Area, India
As a reinsurance underwriter, I was entrusted the responsibility of ensuring prudent assessment of risk selection by keeping a balance between customer satisfaction and underwriting profitability for the organisation. Being a subject matter expert on financial aspects of risk assessment, I was responsible to provide expertise on all high value cases with amount of coverage in excess of Rs 10,00,00,000.This experience helped me in understanding the role of life insurance coverage in overall personal finance management of applicants. Some of the most prominent highlights were:> Assessed the highest amount of coverage applied in Indian Insurance industry as of the year 2015. The amount of coverage was in excess of 25,00,00,00,000. > Introduced evaluation methodology through credit scores. This was the industry first. This experience helped me in understanding the importance of cashflows in personal finance management. > Co-authored 8 books for Insurance Institute of India for a Diploma certification offered by the instituteApart from the above key highlights, I also practiced various aspects of personal finances as a freelance consultant to individuals.
My association with Bharti AXA helped me in understanding the finer nuances life insurance business. Importance of automation, systems and processes in enhancing efficiency were some of the important experiences. Here, I also experienced the methodology of designing insurance products, various parameters that work behind the scene while pricing the products, setting up various processes to achieve operational efficiency, etc. I also had the opportunity to personally interact with various customers to understand their needs. These experiences gave valuable insights into various aspects of personal finance management of individuals. Beyond office commitments, I would offer financial consulting as a freelancer to various individuals. These experiences gave me in-depth understanding of various aspects of personal finance which can have enormous level on impact on the life of an individual.
Subject matter expert on financial underwriting. Assessing life insurance applications in line with the financial plans of the individuals. In addition to my role, I would also practice as a freelance financial planner.
Assessing life insurance applications in line with the financial plans of the individuals. Started to experience the various aspects of personal finance as a freelance financial planner.
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Krishnan V works for K&R Planners LLP.
Krishnan V is listed as Partner and Compliance Officer at K&R Planners LLP.
Krishnan V is based in Tamil Nadu, India while working with K&R Planners LLP.
Krishnan V has worked for Arthavidhi Investment Advisors Llp, K&R Capital, K&R Planners Llp, Munich Re, India, and Bharti Axa Life Insurance Co. Ltd..
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