Financial Planning is not just investing money where one can get better returns on their investments but, knowing the financial needs of an individual today and investing such that after a given period when the source of the same income is not the same as today with respect to retirement or sudden demise of the main earning member of the family, the standard of living is not compromised! And that would sup to a perfect financial planning which is a good mixture of investing money in various streams. Insurance, Mutual Funds, Property, Bonds, Small Savings Schemes are few of the examples of such areas where the funds are invested.
With 20 years of experience in financial advisory , K.Amruthnath has the expertise in knowing an individual’s requirements to meet their future goal. With a Fellow Chartered Financial Practitioner program that he has done, he also has experience of 14+ years in investing in Mutual Fund and other 4 asset classes. They have five well qualifies advisors who handle an AUM of 90 Crore and still counting. The team is updated through various Training, Books on latest investment strategies, recent videos, various websites and newspapers to make sure any investor gets the best of the advice!
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