MUTUAL FUND DISTRIBUTOR | TRAINER | VOLATILITY COACH
AMFI REGISTERED Mutual Fund Distributor
Education : NIVAS NARASIMHAN is an MBA graduate from DJ Academy for managerial excellence. CFGP - Chartered Financial Goal planner
CFGP®,Chartered Financial Goal planner - AMERICAN ACADEMY FOR FINANCIAL MANAGEMENT, INDIA
17years of experience in Mutual funds, Banking and Insurance.
Coimbatore’s 1st RVCC CERTIFICIED COACHES OF INDIA.
Volatility coach is an integral part of an ELITE Group of Volatility Coaches of India
He is Eligible to conduct RVCC, Diploma and MDP for corporates and students jointly through NSE Academy Limited & SSL Academy.
Corporate Experience : He has 17years of Mutual fund, Banking and Insurance experience. Grown up from a Project trainee level to Asscociate Circle Head.
He formed his own company, 'EXCITE MUTUAL' in February 2016.
1. Advance Financial Goal planner, American Academy of Financial Management.
2. PRACTICISING GOAL PLANNING - 2.O ( Investor Education & Distribution Development -ADITYA BIRLA CAPITAL)
3. MANAGEMENT DEVELOPMENT PROGRAM - RVCC (NSE ACADEMY LIMITED & SSL academy)
To Assist Clients in reaching their Lifestage Goals by proper financial goals, monitoring the process and making necessary changes, if required. We primarily help investors to avoid wrong choices. This is make our clients to make Right choices and be confident about their choices.
To create more millionaires through systematic investments and protect wealth by proper asset allocation & generate tax efficient returns.
At Excite Mutual, our single most aim is to assist clients with dedication and honesty so that we exceed their expectations and develop enduring relationships. Safeguard your future by availing our below services:
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