Naveen Rego | Naveen Julian Rego | Dakshina Kannada

Naveen Rego

Ethics Oath
Naveen Julian Rego
Dakshina Kannada
CFP
20 Years of Experience
Contact Naveen
about

Passionate about Financial Planning and Financial Literacy. Helping individuals and families to focus on their job and profession which yields highest returns.

education completed

Formal Education

BE, Others

Industry Education

NISM XA , NISM XB

Professional Education

CFP

PRACTICE INFORMATION

Professional Experience

20 Years of Experience

Families Served

125 Families Served

Assets Managed

350 Crores

Ideal Clients

Love to help those who have more money than their time. And those who believe high returns are made in one's profession/business and not in passive investments like stocks, bonds, mutual funds etc.

Nature of Earnings

Fees

Work Address

First Floor, N J Arcade, Ladyhill, Mangalore, Dakshina Kannada - 575006

Service Delivery Model

Physical Meetings, Online Meetings, Hybrid - Online + Physical Meetings

products and solutions offered
Solutions Offered
  • Comprehensive Financial Solutions
  • Children Education & Marriage
  • Financial Life Organizing
  • Financial Risk Management
  • Goal-based Investing
  • House Purchase
  • Investment Advisory
  • Retirement Consultancy
  • Tax Saving Solutions
  • Wealth Management
products offered
  • Deposits & Bonds
  • General Insurance
  • Health Insurance
  • International Investments
  • Life Insurance
  • Mutual Funds
  • Post Office & Govt Schemes
  • Stock Broking
  • Stock Portfolios
licenses held
  • SEBI Investment Advisor
Complimentary Services
  • Retirement Planning
  • Financial Education

You may request for ANY ONE of the above services free of cost from the member to experience their service & expertise.

Contact/Book An Appointment with Naveen Julian

Drop in a quick message and member will get back to you at the earliest.