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Wealth Brochure

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Dinesh M
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84 views9 pages

Wealth Brochure

Share market tips

Uploaded by

Dinesh M
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Financial Plan for Better Family Life

Personal Finance
Management
Services
A bout C om pa ny
Finwallet is one of the leading personal finance
management service providers in Madurai. With over
18 years of experience in the Banking, Wealth, Liability,
Insurance Industry and we have the trained
professionals and expertise that you need.

We help you to understand your financial objectives,


Financial Cash Flow and make appropriate plans for
your future Goals. We take a comprehensive view of
your complete personal finance picture to develop a
deeper understanding of what is required to achieve
your goals.
Founder and CEO of Finwallet

19yrs+ Experience in Fina nce Industry

Worked with Reliance Life, Apollo Health, Kotak Bank,


ING Vysya Bank, HDBFS

Roles: Sales Manager, Relationship Manager, Wealth


Manager & Branch Manager

Regional Trainer “BNI Madurai”

“Volatility Coach of India” Certified by SSL Academy

Certified: RVCC, NISM, IRDA & NCDO

Kudbudeen Ajm a l
Founder & CEO of Finwallet
W hy C hoose Finwa llet ??

One Stop Fina ncia l Profes siona l &


End to End Support
Solution Unbia s ed a dv is e
We Offer a financial solution to meet Professional advise c a n m ak e a We provide end to end support: from
your short - term a n d long - term significant difference at every stage of financial planning till execution.
financial goals. We m ake sure your yo ur life. O ur a d vis o rs a re hig hly Investment is a dy anam ic process a n d
financial risks are adequately qualified with loads of experience in we keep tabs on your investment
addressed. We take care of your personal finance & wealth portfolio & market conditions a n d take
liquidity a n tax concerns management suitable action a s & when required
Rs.4999* Per Annually
(*Exclude GST)

For 20.00 La khs below CTC - Rs.4999*/ Annua l


For 20.01 Lakhs above CTC - Rs.9999*/Annual

More Than 50L Liquid Asset - Rs.24999* / Annual


(exclude your real estate & Gold Jewel
Investment)
C onta ct Us

Contact to our email


saranyafin24@gmail.com

Visit our website


https://finwallet.co.in/

https://linktr.ee/fin_wallet
Financial Plan for Better Family Life

Thank You
Visit Our Website
https://finwallet.co.in/

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