Raghavendra Bhat
Rsp Services•Bangalore,KA
No. 206A & 206B BL Complex, Kanakapura Main Rd, opp. Pillar No.260, near Metro Station Thalagattapura, Paramount Gardens, Talaghattapura, Bengaluru, Karnataka 560109,
Bangalore, KA, 560109
No. 206A & 206B BL Complex, Kanakapura Main Rd, opp. Pillar No.260, near Metro Station Thalagattapura, Paramount Gardens, Talaghattapura, Bengaluru, Karnataka 560109, Bangalore, KA, 560109
About
Practice at a glance
10
Years of Experience
150
Families Served
₹0
Crores Managed
Practice Details
Min Monthly Investment:₹5,000 & more
Min Lumpsum Investment:₹50,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, HNI Families, Salaried Executives, Founders & Entrepreneurs
Language Spoken:Hindi, Telugu, Tamil, Kannada
Qualification Completed
QPFP – Qualified Personal Finance Professional
8950
Licenses Held
AMFI Registered Mutual Fund Distributor
105199
Education
Formal Education
BCom – Bachelor of Commerce
Industry Education
NISM V-A – Mutual Fund Distributors Certification, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination, NISM XXI-A – Portfolio Management Services Distributors
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Invest for Goals
Save Taxes
Can help you buy / invest in
Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
Stocks & Equity
Complimentary Services
Get any of the free services to experience working with Raghavendra Bhat.
30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Stocks Portfolio Review
Retirement Readiness Check
Risk Profile Assessment
Financial Wellbeing Workshop
Tax-Saving Review
Loan & EMI Review