Expert Financial Advisors in Vijayanagar, Bengaluru, Karnataka, India

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Praveen H K

1943 1st Main 13th Cross,RPC Layout,Vijaynagar 2nd Stage
Vijayanagar, Bengaluru, Karnataka, India

Services Offered

Mutual funds


I have been in the Wealth Management Industry for over 17 years, in these 17 years I have worked with some very well known companies like Cholamandalam, Pioneer Invest Corp and Fullerton Securities, I have worked as Regional Manager at DBS Cholamandalam between 2002 to 2008, As Vice President of Pioneer Invest Corp between 2008 to 2011 & as Equity Sales Head at Fullerton Securities between 2011 to 2014. Started Unnathi Wealth Managers in 2014, have gained trust of more than 120 families who trust their hard earned money with Unnathi for wealth creation. I am a "Certified Financial Planner" (CFP), I write Financial Plans and also advise on Investments, We deal with the entire gamut of Financial Products.

Work Experience

Experience (17 Years)

Registration / License Number

  1. 111518 AMFI
  2. 87874 FPSB

Blog

Additional Advisor Information

Affiliation

Rotary, BNI

Client Meeting Preferences

In Person

Language Knowledge

English, Kannada, Hindi

Asset Managed

54 Crores

Education

Degree Name

    No data available

Certificate

    No data available

Team Information

No team available

Award & Recognition

Awards

No awards available

News & Events

No News & Events Available

Clients Ratings & Reviews

0 REVIEWS

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