Dikshitha V - Certified Financial Goal Planner

Virtual Relationship Manager at Innvest
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Contact Information
us****@****om
(386) 825-5501
Location
IN

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Credentials

  • Certified Financial Goal Planner
    PGP Academy Private Limited
    Jul, 2022
    - Nov, 2024
  • Qualified Personal Finance Professional-QPFP
    Network FP
    Sep, 2021
    - Nov, 2024
  • Mutual Fund Distributor Certification
    National Institute of Securities Markets (NISM)
    Aug, 2021
    - Nov, 2024

Experience

  • Innvest
    • Financial Services
    • 1 - 100 Employee
    • Virtual Relationship Manager
      • Feb 2021 - Present

       WHAT WE DO We help serious investors who are looking to get financial freedom before 50. We help investors to build realistic, simple and suitable investment portfolio which help them to reach goals easily.  HOW WE DO IT We do this by helping our clients in a. Educating our investors about personal finance and importance of long-term Wealth creation by Disciplinary investing. b. We handhold our clients during volatile times and help them to understand the importance of steps in financial freedom path.  WHAT MAKES US DIFFERENT Our system driven fund selection process enables unbiased portfolio construction and simple portfolio tracker is add on booster to our client’s wealth creation process.  Want to learn more? https://wa.me/919109702101?text=Hi Show less

Education

  • Visvesvaraya Technological University
    Master of Business Administration - MBA, Finance, General

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