Investment Consultants Services Nearby

Sathanur Salai Sundar Nagar

Best Investment Advisors as on Sep 11, 2025

Karthick- Insurance Advisor Of Max Life

Edamalaipatti Pudur, Trichy, 620012

+918035427960

Response Time: More than 60 MinsDistance: 3.09 KmsSulekha score: 6.5

Our Vision At Max Life, we envision being the most admired life insurance company in India by securing the financial future of our customers. Were on a Mission We are an honest life insurance company, committed to doing what is right. We serve our customers through Long-Term Savings, Protection, and Retirement Solutions, delivered by our High-Quality Agency and Multi-Channel Distribution Partners. We are a business with strong social relevance, and we contribute to society by supporting causes related to health.

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P.SARAVANAN lic agent(life insurance agent,medical insurance)

Edamalaipatti Pudur, Trichy, 620012

Distance: 2.59 KmsSulekha score: 7.6Years of Experience: 19

Saravanan P. is an Electronics & Communication Graduate with twelve years experience in Technical Field & software line. He started his INSURANCE career ten years ago. He knew that getting into the insurance sector was a big responsibility, but with his hard work, he was able to make a difference in the lives of numerous clients. Currently, Saravanan P. is a Full-time Insurance Advisor for the past SEVEN years. Through the love & respect of all his well-wishers, he has achieved great success. Saravanan P. is currently a Member of Branch Manager's Club - LIC of India. His motto is Connect, Commit & Care the Clients. He Connects to his Clients, Commits to serve them & takes Care of them with the latest technologies, tools, software & also with traditional methods. Saravanan P. had owned a website www.licsaravanan.net as a part of that. Saravanan P. is offering all types of excellent Tailor-made INSURANCE to maximise your savings for Retirement Income & various Financial needs by providing 24*7 around the clock services to the clients. His specialisation & strengths are Wealth Management, Need-based Selling, Retirement Planning, Financial Needs Analysing and NRI Insurance, etc. Saravanan P. want you to know that, if you have any questions, want a second opinion or think he can be of assistance - please do think of HAPPY HANDS TO HELP- LIC SARAVANAN.

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Hdfc Securities

Madurai Main Road, Trichy, 620012

5.0/5 Based on 1 reviews

Distance: 3.08 KmsSulekha score: 6.1Years of Experience: 2

Mutual Fund Distributor. SIP & LUMPSUM INVESTMENT IN MUTUAL FUND

Karthick Raja from Trichy

"Clearly explained about Mutual Fund"

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Sparrow Tourism

Kk Nagar, Trichy, 620021

Sulekha score: 6.7Open 24 Hrs

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SK ASSOCIATES

Trichy Main Road, Trichy, 620001

Distance: 3.25 Kms

Providing all types of loan facilities

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Manappuram Finance Limited

Kk Nagar, Trichy, 620021

Unverified

Distance: 0.11 Kms

Manappuram Finance Ltd is a Non-Banking Financial Company based in Kerala which offers Online Gold Loans at attractive interest rates. Manappuram Finance Ltd has 5200 branches across 28 states including branches of subsidiary companies. It has a track record of 70 years of quality service and expertise as an NBFC. We offer a wide variety of flexible Gold Loan schemes as well as loans in the Non-Gold category. It includes Online Gold Loans, Doorstep Gold Loans, Vehicle Loans, SME Finance, Medical Loans, etc; with instant loan approval. You can get gold loans with our Online Gold Loan App at your doorstep with minimum documentation. Next time you search for gold loans near me, remember Manappuram Gold Loans!

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Shriram Finance Limited

K K Nagar, Trichy, 620021

Unverified

+917669338689

Distance: 0.16 Kms

Shriram Finance is the country’s one of the biggest retail NBFC offering credit solutions for commercial vehicles, two-wheeler loans, car loans, home loans, gold loans, personal and small business loans. In November 2022, Shriram Group’s entities – Shriram Transport Finance Company Limited, Shriram City Union Finance Limited, and Shriram Capital Limited – merged to form Shriram Finance Limited. As on Sept 30, 2024, with a network of 3,149 branches and a workforce of 77,764 Shriram Finance has combined Assets Under Management (AUM) worth ₹ 243,042 crores. At Shriram Finance, we are committed to meeting our customers at every touchpoint of their financial journey so that they get to explore unlimited possibilities through us.

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Manappuram Finance Limited

Sundar Nagar, Trichy, 620021

Unverified

Distance: 1.26 Kms

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Manappuram Finance Limited

Edamalaipatti Pudur, Trichy, 620020

Unverified

Distance: 3.52 Kms

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Mr. V Rama Prasad

Kk Nagar, Trichy, 620021

Unverified

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Top Online Financial Advisors in Kk Nagar, Trichy

With many years of experience, the expertinvestmentconsultantswill be just the thing to help your business. Hiring a good investment consultant in Kk Nagar, Trichy is like an investment for you. So, browse through our list of top investment consultants and choose the best one who can help you reach your financial goals. Contact our listed investment consultants now and get started on the road to success!

Different types of investments:

Investments can be divided into two main types namely, Traditional and Alternative.

Traditional investments

Investing in well-known products will fall into this category.

Bonds

A Bond is an IOU which is generally used by public and private enterprises to raise a huge amount of money which any financial firm or bank is incapable of lending. These bonds are issued in the public market by the borrowing party and are bought by the lenders for a particular amount of money. Many lenders then join together to lend the required sum of money and the borrowing company is able to arrange capital for its operations as well as growth purposes.

Stocks

Stocks are shares which are issued by the companies and bought by the general public. They offer an avenue for the companies to raise the required funds. Stocks usually entitle a customer’s ownership. Stocks, Shares, and equities all imply the same thing. Shares are the most popular investment avenues in the market. It is because the returns that are offered by stocks are generally higher in comparison to any other financial instrument. However, in order to balance the high returns associated with stocks, the risk associated with them is also quite high.

Small saving schemes

Small savings schemes are another popular savings tool in the market. They can be a great tool for saving money in small amounts. The main idea behind this tool is to encourage the habit of saving to almost all economic sections. Some of the common small savings tools include Sukanya Samriddhi Scheme, Kisan Vikas Patra, EPF (Employees Provident Fund), Personal Provident Fund (PPF), NPS (National Pension Scheme, etc. Almost all small savings schemes are initiated and facilitated by the government of India so as to increase the penetration of savings schemes in the country.

Employees Provident Fund

It is a small savings scheme which is offered by the employer. It includes salaried individuals of both private as well as public organizations. Any company that has a workforce of more than 20 employees must be registered for this scheme. Around 12% amount is deducted from the salary every month and contributed towards the EPF of an employee. This account is maintained by the Employees Provident Fund Organization of India, commonly known as the EPFO. The amount which is deposited in EPF is eligible for tax exemption as per section 80C of the Income Tax Act.

National Pension Scheme

It is one of the most popular investment schemes for ensuring a regular pension to the individuals working in both private as well as public sectors. NPS is given to individuals either as corporate perks or can be availed by the individuals on their own. The amount set for NPS is eligible for tax rebate. The scheme allows withdrawal of the deposited amount only after the account holder reaches 60 years of age. The amount withdrawn on maturity is completely tax-free.

Mutual Funds

Mutual funds are professionally managed in different securities. These mutual funds can be of different types based on the types of securities which they invest in. Some of the popular mutual funds are balanced funds, open-ended funds, stock funds, etc. These funds are classified according to their percentage allocation in different securities.

Fixed Deposits

As the name indicates, these are financial instruments which are one of the safest ways to save money. These deposits are not active investment tools, but they are rather a passive way to save and get returns. A fixed sum of money is kept aside with a financial firm for some fixed number of duration. In turn, some interest is earned on this money which differs with the deposit duration and also with the banking entity.

Real Estate

Property rates are rising with every passing day and have made real estate a great investment avenue for the investors. Purchasing, selling, and leasing of property can offer you significant returns. With increasing urbanization, real estate rates in major cities like Delhi, Chennai, etc. are skyrocketing. This has made these places hot hubs for real estate investors. Most of the investors take financial aid from banks to invest in real estate and then sell or lease the same property to get returns offered due to an increase in the price of the property.

Alternative Investments

Alternative Investments are those which are not regular investments such as stocks, bonds, etc. These kinds of investments are made in order to buy jewellery, precious metals, etc. which are expected to give good returns in the future. Also, another distinctive feature of alternative investments is its low liquidity and minimum investment limits.

Hedge Funds

Hedge funds invest in both financial derivatives as well as publicly traded securities. They are a popular alternative investment tool due to their high leverage and high returns. These funds are characterized by high fees and low liquidity. The managers of hedge funds usually have some personal stake in the fund.

Private Equity

Private equity trades in shares of a company which is not publicly listed and whose shares are not available in the stock market. Investors employ different strategies to invest in private equity funds.

Venture Capital

Venture Capital is the most popular investment which is currently deployed by investors in the Indian start-ups. Substantial capital is invested in a budding company in return for their stocks of the same. This strategy is based on the ideas that find substance in investing in any new technology that may take the market by storm in the coming time.

Managed Futures

This type of investment is a great tool to provide portfolio diversification. It is a good option to minimize the risk and maximize the returns. Generally, managed future accounts have sufficient exposure to different markets including agriculture, commodities, currency and more.

Structured Products

Structured products combine two or more different financial instruments to create a packaged investment strategy. Mostly, the derivatives are combined with securities and other kinds of derivatives. These structured products have a fixed date of maturity like bonds.

Collectible items

Collection of artifacts which have a substantial value is one of the most difficult types of alternative investment. This needs a good knowledge of the articles. Mostly, collectibles such as stamps, jewellery, artworks, etc. The value of artifacts is usually expected to increase and keep pace with inflation. Hence, collectibles make a good form of alternative investment.

Investment Consultants Near Me in Kk Nagar, Trichy

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Investment Consultants Services Nearby

Best Investment Advisors as on Sep 11, 2025

Karthick- Insurance Advisor Of Max Life

P.SARAVANAN lic agent(life insurance agent,medical insurance)

Hdfc Securities

Sparrow Tourism

SK ASSOCIATES

Manappuram Finance Limited

Shriram Finance Limited

Manappuram Finance Limited

Manappuram Finance Limited

Mr. V Rama Prasad

Recently Connected Investment Consultants in Trichy

Top Online Financial Advisors in Kk Nagar, Trichy

Different types of investments:

Bonds

Stocks

Small saving schemes

Employees Provident Fund

National Pension Scheme

Mutual Funds

Fixed Deposits

Real Estate

Alternative Investments

Hedge Funds

Private Equity

Venture Capital

Managed Futures

Structured Products

Collectible items

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