Unnathi Wealth
Trending
Bengaluru
Retirement Planning
Tax Planning
Succession Planning
About Me
Unnathi Wealth was founded by Praveen H K, a Certified Financial Planner (CFPCM) with nearly 20 years of experience in wealth management, financial planning, and investment advisory. He has held leadership roles at top financial institutions before starting Unnathi Wealth.
We provide personalized financial planning and investment advisory services, helping clients achieve their financial goals with unbiased analysis and expert guidance. Our mission is to empower clients with the right tools and strategies, giving them the freedom to focus on what truly matters in life.
Experience & Qualification
- Qualification : -
- Experience as an Advisor : -
- Total work Experience : 20+ Years
Services and Advisory Offered
- Retirement Planning
- Tax Planning
- Succession Planning
- Philanthropy
- Holistic Wealth Management
- Investment Planning.
Awards and Archievment
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License
- Mutual Fund - ARN No. 111518 - Validity (07/08/2023) To (31/12/2026)
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Contact Us
Office No : -Phone No : 9845472950 -
Address
1943, 1st Main, 13th Cross Rd, Vijayanagar 2nd stage, RPC Layout, Bengaluru, Karnataka 560040, 560040
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Open 10:30 AM - 06:00 PM ( Mon - Sat ) -
20+ Years of experience
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GSTIN : -
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ARN No : 111518
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