WHAT IS MY BUSINESS ? WHAT CAN I DO FOR YOU ? By Dr. Chandrakanth Bhat

#nrimoneyclinic #financialplanning #investmentplanning

WHAT DO I DO ?

Financial Planner & Investment Consultant
Operating From India & UAE

LOCATION OF BUSINESS

Mangalore 575006
Karnataka India

Dubai , UAE

Website: www.nrimoneyclinic.com

MY EDUCATION

Primary Qualification: B.V.Sc.

Additional Qualification :
Life Underwriters Training Fellow ( LUTCF ) American College
Award - CII ( Chartered Insurance Institute , London)
Certificate In Management Training - IIM Indore
Certificate In Digital Marketing - MDI Gurgaon

MY LICENCES

AMFI Registered Mutual Fund Distributor In India
Licence Holder From ICICI PRUDENTIAL LIFE INSURANCE Co - India
Licence With Religare Health Insurance - India
Licenced Through Nexus Insurance Brokers - UAE
MY CLIENTS

NRIs Spread Across Globe
Resident Indians

SERVICES AVAILABLE IN INDIA

Mutual Fund distribution ( INR)
Financial Planning
Child Education Planning ( INR)
Retirement Planning ( INR)
Life & Health Insurance (INR)
Tax Planning For Returning NRIs (INR)

SERVICES AVAILABLE IN UAE & MIDDLE EAST

Mutual Funds ( Dollars)
Financial Planning ( Dollars)
Child Education Planning ( Dollars)
Retirement Planning ( Dollars)
Life & Health Insurance (Dollars)
Wealth Planning ( Dollars)
International Wealth Platform ( Dollars )
Structured Notes, ETFs , Bonds , REITS Etc
WHO PAYS FOR OUR SERVICE ?

Not A Fee Based Advisor
We Get Paid By Institutions Receiving Business

WHAT WE DO NOT ADVICE ON ?

All Speculatives Investments - NO
All Unregulated Investments - NO
All Trading Strategies - NO
Future & Option Strategies - NO
Buy & Sell Properties - NO
Leveraged Investments - NO
Trading Recommendations - NO
Forward Currency Trading - NO
To know more about our business and our business model please watch the below video

https://youtu.be/LXbjrURY_48

Our Website: www.nrimoneyclinic.com
Whatsapp: 00971 55 548 4472

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