Hari Priya Kaimal

I am an AMFI-registered Mutual Fund Distributor and IRDAI registred Insurance Advisor dedicated to helping individuals and businesses achieve financial independence. With over 15 years of experience as a strategic investor in mutual funds and the stock market, I excel in crafting personalized investment strategies that align with each client’s risk appetite, financial goals, and liquidity needs.

Currently pursuing an MBA in Finance, I aim to deepen my financial expertise and enhance the value I deliver to my clients. My approach combines financial acumen with market insights to create sustainable wealth-building opportunities.

Beyond mutual fund advisory, I provide a comprehensive suite of financial services, including:

• Corporate Fixed Deposits, Bonds, and NCDs for fixed-income returns.

• National Pension System (NPS) solutions for long-term retirement planning.

• Insurance Services : Vehicle, Life, Health, Safety, Travel and all General and life insurance services

• Loan Facilitation against mutual funds to address immediate liquidity needs.

• Invoice Discounting Lets businesses borrow short-term funds against
outstanding invoices. IRR 12-14%

• Real Estate NCDs Secure Listed NCD investment against prominent builders in India for fixed Yield

Leveraging my FinTech background, I use advanced tools to deliver data-driven solutions and seamless client experiences. I aim to empower clients with actionable insights and comprehensive financial solutions, ensuring they achieve their financial objectives confidently and easily.