MANJUNATH PALOTI

Dharwad K. C. Park, Dharwad - 580008

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I am Manjunath Paloti, Financial Planner from Dharwad Location, I have completed MBA as well as M.com Graduation & now I am Pursuing CFPcm (Certified Financial Planner) & I have 8 years of total work experience in All Financial Products field like:- Life, Health, General Insurance, Mutual Funds, Stock Market, Loans & Other Deposits, Real Estate, So my Office located in Dharwad as Manjunath Financial Associates & working As a Financial Planner, Thanking You, Regards, Manjunath Paloti, F

I have 8 years of work experiance in Financial field like:- North Karnataka Incharge in HDFC Life Insurance Co., Assistant Manager in RBL Bank, & Mutual Fund Distributor ( ARN Holder) & Now working as a Financial Planner in my own Office @ Dharwad.


Experience & Qualifications

 

Qualification

M.COM,MBA, CFPcm

 

Experience as an advisor

8 Years 3 Months

 

Total work experience

8 Years 3 Months


Service & Advisory Offered

  • Life Insurance
  • Motor Insurance
  • Home Insurance
  • Health Insurance
  • Travel Insurance
  • Home Loans
  • Loan Against Property
  • Personal Loans
  • Business Loans
  • Loan Against Security
  • Mutual Funds
  • Demat and Trading Account
  • Stock Tips
  • Independent House/Villa
  • Residential Apartment
  • Residential Land
  • Fixed Deposits
  • PMS
  • Tax Planning Services
  • Car Loan
  • Commercial Vehicle Finance
  • Estate Planning
  • Financial Planning
  • Investment Planning
  • Business Insurance
  • Reverse Mortgage
  • Educational Loans
  • Commodity Trading Account
  • Corporate FD
  • Current Account
  • Forex Trading Account

Affliation & Awards

 

• Manjunath financial associates

 

• Best performer • super south certificate of achiever

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