About Us
Unnathi Wealth has been founded by Praveen H K, a Certified Financial Planner (CFPCM) registered with Financial Planning Standards Board India (FPSB). Praveen brings in a rich experience of ~ 20 years in wealth management, financial planning & investment advisory space. He has worked in leadership roles at DBS Cholamandalam (Regional Sales Manager), Pioneer Investment Corp (Vice President) and Fullerton Securities (Equity Sales Head) before founding Unnathi Wealth. Unnathi Wealth Provides Personalised Financial Planning & Investment Advisory Services.
Our Mission : To Enable Clients to achieve their Financial Goals By Providing personalized and unbiased analysis of their finances, resources, and life goals. We empower our Clients with useful tools and guide them so that they have the time and freedom to do the things they would truly like to do, instead of worrying about finances all the time.
At Unnathi, we continuously strive to add value to our clients by:
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Educating clients on do’s and don’ts of money management
- Helping them organize and unclutter their financial life
- Helping them create, plan and achieve their financial goals
What you can expect from Unnathi Wealth:
- Unbiased advice: We do not patronize any asset class or company. We always keep the client’s interest at heart. We do not engage in hard-selling or pushing products from companies.
- Customization/Personalization: We understand that every client’s needs are different and there cannot be a one size fits all approach. Thereby, we customize our recommendations suit your circumstances.
“We want to be facilitators in creating abundance, prosperity and fulfilment in our client’s life”
Address
1943, 1st Main, 13th Crs, RPC Layout, Vijayanagar 2nd Stage, Bangalore, Karnataka 560040
praveenhk@unnathiwealth.com