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Kumar R S
I am a Goal based planner (Certified Financial Planner) and a registered Mutual Fund Distributor engaged in financial planning with over 15+ years experience in banking and Mutual Fund industry can help clients in Retirement Planning, Marriage, Education Planning and/or any other financial goals.
Consultant Information
Specialty
Education
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Graduate and Above
Specializations
Specializations
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Mutual Funds / Bonds
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Life Insurance
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Retirement Planning /Insurance
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Basic Tax Planning
Key Information
Do I have certifications pertaining to financial planning?
Yes
Am I certified as a financial planner?
Yes
My highest educational qualification is
Graduate and Above
My Fee & Services Structure
I charge fees on
My fees vary depending on the case. I may charge a fixed amount or a percentage based on the asset or portfolio value.
Do I offer discounts to ArthaSarathi clients?
No
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