Anna Catherine M
Anna Catherine M•Ernakulam,KL
Kochi,
Ernakulam, KL, 682030
Kochi, Ernakulam, KL, 682030
About
Practice at a glance
5
Years of Experience
200
Families Served
₹10
Crores Managed
Practice Details
Min Monthly Investment:₹10,000 & more
Min Lumpsum Investment:₹10,000 & more
Nature of earnings:Fees
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs, Armed Forces, Government Staff
Language Spoken:Malayalam, English
Qualification Completed
QPFP – Qualified Personal Finance Professional
CFP – Certified Financial Planner
Licenses Held
SEBI Registered Investment Adviser
Education
Formal Education
MBA – Master of Business Administration, BCom – Bachelor of Commerce
Industry Education
NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2, NISM XXI-A – Portfolio Management Services Distributors
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Build Wealth
Can help you buy / invest in
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Complimentary Services
Get any of the free services to experience working with Anna Catherine M.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Mutual Fund Portfolio Review