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Narayani

Financial Doctor

More than 6 years

Experience

50 crores

Assets under management

About

💰 Financial Advisor Role: Guiding individuals and families in building a secure financial future. From early retirement plans to children’s education and estate planning, we help clients make informed investment choices. My goal is to provide financial freedom and peace of mind through customized solutions tailored to each stage of life Assistingclients in choosing the right insurance plans to protect their health and finances. I educate families on the importance of early health coverage, critical illness protection, and hospital care benefits. My focus is on providing reliable support during medical emergencies with suitable, budget-friendly health insurance optios

Address

Sri Ramachandra Sitaram millroad punkunnam Thrissur

Financial Entities Associated

Edelweiss Financial services Life insurance services HDFC mutual fund Star health insurance services

Skills

1 - With strong skills in financial planning
2 - insurance consulting
3 - and risk analysis
4 - specializing in designing personalized strategies for wealth creation
5 - retirement planning
6 - and children's future security. With excellent communication and relationship-building abilities
7 - I can assure in guiding clients in selecting the right health and life insurance products. My approach is client-focused
8 - honest
9 - and committed to long-term financial wellness. ---