P Anantha Raman
Long Term, Goal Based Financial Planner
Contact P Anantha

P Anantha Raman is majorly a trader in the financial markets. He makes his living by trading the NSE derivatives market. He is passionate about spreading financial literacy and educating clients about the, highly misunderstood, concept of risk. With this approach, he became a financial planner and advisor in 2010.

He believes in, a goal based, data driven approach to investing, as per the needs of the individual. He was advising his friends and relatives for few years before, on encouragement of a friend, he became an Independent Financial Advisor (IFA). He started taking in clients to help them achieve their financial goals, the same way, he had been helping his friends and relatives.

He offers unbiased, data driven, individual goal based solution to all his clients.

Education: PGDM
Investment advisor since: 2010 (9+ years)
Number of clients: 55+
Based In: Bengaluru

Services

  • Mutual Funds Advisory
  • Comprehensive Financial Planning
  • Insurance
  • Tax Planning
  • Equity Research
  • Government Savings Schemes
  • Corporate FDs

Recent Answers on DhanWise

Can you review my Mutual fund portfolio?

P Anantha Long Term, Goal Based Financial Planner
Answered Jul 17, 2019

Hi,Mirae Asset Emerging Bluechip Fund is my personal favourite.  Excellent Fund, continue with it, if possible increase your investment in it.Reliance Large Cap Fun… ( more )

Hi,Mirae Asset Emerging Bluechip Fund is my personal favourite.  Excellent Fund, con… ( more )

What are the major factors to consider before choosing mutual funds?

P Anantha Long Term, Goal Based Financial Planner
Answered Jul 17, 2019

Returns is one of the factors to look at, while selecting MF's. It is important, but the weightage is only small.Among other important factors are risk (Standard Deviati… ( more )

Returns is one of the factors to look at, while selecting MF's. It is important, but the … ( more )

Are my mutual fund SIPs sufficient to attain goal of Rs 30 lakh in 10 years?

P Anantha Long Term, Goal Based Financial Planner
Answered Jul 12, 2019

Hi,First of all, you have too many funds in your account. Try to reduce them, keep 3 to 4 funds. You are investing 13500 every month. This should be enough for you … ( more )

Hi,First of all, you have too many funds in your account. Try to reduce them, keep 3 to 4… ( more )