₹13,000 Regular Income வேணும் சார்... 10,00,000 போட்டு SWP பண்ணலாமா? Regular Income Plan (SWP)

Wealth With Koushik

#InvestmentPlan #InvestmentPlanning #RetirementPlanning #retirement #retireearly #WealthWithKoushik #KoushikKetharam #Intelli360

Koushik Ketharam, Director - Intelli360 Wealth
9840046847 | www.intelli360.in

Join our WhatsApp Community - https://chat.whatsapp.com/KICoyRIp9ta...

Socials: ⤵︎
📸 Instagram:   / panamwithkoushik  
👨‍💻 LinkedIn:   / koushikketharam  

Disclaimer: Please note that investing in mutual funds carries market risks. It is important to carefully read all scheme-related documents before making any investment decisions. The information contained in the reports is intended for informational purposes only and should be used solely by the recipient. While we have taken great care in compiling the data and contents of this report, we make no representations about the reasonableness of the assumptions or accuracy of any data. Any decisions made based on this information are the sole responsibility of the recipient. We reserve the right to correct any errors or discrepancies in the reports if they are observed or brought to our attention at any time

About Koushik Ketharam:

Mr. Koushik Ketharam is a Certified Retirement Adviser ® and a seasoned investment and wealth management professional with over 22 years of experience. As the Founder and Director of Intelli360 Wealth, he has secured the financial futures of 1000 families. His previous roles include a 9-year tenure as Region Head for Financial Product Distribution at Karvy and 7 years with Exide Life as State Head.

Areas of Expertise:

Investment Guidance
Portfolio Restructuring & Management
Mutual Funds, Fixed Income Product Analysis
Insurance Solutions for Corporates, HNIs, and Retail Investors
Current insights on corporations, economic trends, and geopolitical environments

Media Presence:

A regular participant in live financial shows on Sun News Channel's Varthaga Ulagam, Raj TV's Mudaleedu program, and DD Podhigai, where he addresses investor queries on various investment and protection topics. A frequent contributor to Outlook Money, Dalal Street Investment Journal, Mint, Kumudham, Nanayam Vikatan (a Tamil Personal Finance Magazine), ET Tamil, News Cafe Tamil, and Reflect Money, offering financial advice and planning to families in each issue.

Clientele:

Senior IT Executives
Industrial Leaders
Top Bureaucrats of the country and state
Religious Trusts
Educational Institutions

Education:

Executive Programme in Management (E-PGP) from IIM, Bangalore

Academic and Professional Engagements:

Visiting faculty and empaneled coach at institutions like MCC, SRM, and Hindustan University, and financial exchanges
Member of the Expert Committee on Finance, Hindustan Chamber of Commerce