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Financial Planner in Kanpur

By   /   January 6, 2019  /   No Comments

 

Hi My name is Hari Om Tripathi. I am an engineer by chance 😉 & a Personal Financial Planner by choice 🙂 . Residing in Kanpur & blogging full time for Financial Kundali.

It all began in early 2010 when I was pursuing my M.B.A. in Finance. A Life Insurance agent came to our home & pitched a policy. The agent told me the in & out of the policy but was not able to answer my few simple questions like:

# What is the actual rate of interest

# Why a person with zero liabilities would need this policy

# Why to go for a policy when we can buy an online insurance plan at much cheaper rate & there were many unanswered questions.

 

I was totally confused. The idea of buying the policy was dropped & I began my research. I approached few more agents of some other life insurance companies but none were able to answer my questions & their main concern was to sell their product. Finally, i decided to read the fine prints of the policy & understand how it works.

 

Mis-selling by agents is so common these days. Seeing the huge disconnect between what people need & what agents sell, I decided to bridge the gap and started writing a blog on various financial products. During this tenure I completed my certifications from Financial Planning Standards Board of India in:

# Retirement Planning

# Tax Planning

# Insurance Planning

# Investment Planning.

 

To further enhance my knowledge in Mutual Fund & Insurance Products, i completed certification courses from:

# Association of Mutual Funds in India (AMFI)

# Insurance Regulatory & Development Authority (IRDA)

 

In case you have any query about Personal Financial Planning such a buying a MF or ULIP, going for a life insurance plan or a term plan, to surrender your policy or not or any other question related to your Personal Financial Planning, write to me at financialkundali@gmail.com or Call @ 99-5635-9999 (11 am – 7 pm ).

We at Financial Kundali will help you choose what’s best for you. We will always be on your side while selecting a Financial Product.

Happy Investing 🙂

 

 

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  • Published: 1 month ago on January 6, 2019
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  • Last Modified: January 6, 2019 @ 9:42 pm
  • Filed Under: Must Read

About the author

Hi My name is Hari Om Tripathi. I am an engineer by chance & a Personal Financial Planner by choice. Currently residing in Kanpur & writing full time for Financial Kundali. In case you have any query about Personal Financial Planning such a buying a MF or ULIP, going for a life insurance plan or a term plan, to surrender your policy or not or any other questions related to your Personal Financial Planning, write to me at financialkundali@gmail.com

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