Tarun Kakar

Tarun Kakar Email and Phone Number

I help millennials build generational wealth using a mix of investment, insurance and smart risk management | If you’re 30+ and are overwhelmed with financial planning, DM me | Certified Financial Professional @ Secure Ezy
Tarun Kakar's Location
Chandigarh, Chandigarh, India, India
Tarun Kakar's Contact Details

Tarun Kakar personal email

About Tarun Kakar

Fixed deposits, stocks, mutual funds, bonds, ULIPS, provident funds, insurance etc.There’s a lot of noise out there.Making it virtually impossible for you to keep track of the best practices to build lifelong, generational wealth and live your dream life.So you probably invest based on tips received from friends, or your office colleagues, or what you see in the news-investments that are not based on fundamentals and isn’t specific to your situation.That's precisely the problem- an investment plan that's not tailormade for you will not yield the right returnsThat’s where I come in.Hi, I’m Tarun- a certified financial planner who has been helping people build generational wealth for more than 15 years nowWhat’s it like working with me?You’ll tell me your willingness and ability to take risk; and the amount of money that you can safely invest for now.Based on that, I’ll build your investment portfolio based on a simple philosophy- protecting your capital, minimizing expense ratios(nobody likes to pay more fees!), and creation long term wealth for you and your familyConvinced? Drop in a message and lets chat!Need some more convincing? Follow me here on LinkedIn- I post helpful stuff and actionable insights a few times every week

Tarun Kakar's Current Company Details
Secure Ezy

Secure Ezy

View
I help millennials build generational wealth using a mix of investment, insurance and smart risk management | If you’re 30+ and are overwhelmed with financial planning, DM me | Certified Financial Professional
Tarun Kakar Work Experience Details
  • Secure Ezy
    Co-Founder
    Secure Ezy Jan 2024 - Present
  • Ezy Wise Services
    Founder
    Ezy Wise Services Jun 2008 - Present
  • Max New York Life Insurance Comp Limited.
    Advisor
    Max New York Life Insurance Comp Limited. 2003 - 2008
    Chandigarh Area, India

Tarun Kakar Skills

Investment Advisory Strategic Financial Planning Portfolio Management Wealth Management Mutual Funds Risk Management Investments Financial Analysis Insurance Equities Relationship Management Capital Markets

Tarun Kakar Education Details

Frequently Asked Questions about Tarun Kakar

What company does Tarun Kakar work for?

Tarun Kakar works for Secure Ezy

What is Tarun Kakar's role at the current company?

Tarun Kakar's current role is I help millennials build generational wealth using a mix of investment, insurance and smart risk management | If you’re 30+ and are overwhelmed with financial planning, DM me | Certified Financial Professional.

What is Tarun Kakar's email address?

Tarun Kakar's email address is ta****@****ail.com

What schools did Tarun Kakar attend?

Tarun Kakar attended Yale University, Financial Planning Standards Board, India, Panjab University, S.d. College, Barnala, S.d. College, Barnala.

What skills is Tarun Kakar known for?

Tarun Kakar has skills like Investment Advisory, Strategic Financial Planning, Portfolio Management, Wealth Management, Mutual Funds, Risk Management, Investments, Financial Analysis, Insurance, Equities, Relationship Management, Capital Markets.

Not the Tarun Kakar you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.