I'm Anna Catherine M

Certified Financial Planner CM

About Me

I am a driven Certified Financial Planner with a passion in financial planning and looking forward for providing clients with optimal assistance in Insurance and risk analysis, Retirement planning, Estate planning, Investment advice, Tax strategies and an overall support for managing their finances.

My Resume

MY SKILLS

Financial Planning
MS Office Suite
Mutual Fund research
Investment Analysis & Portfolio Management
Retirement & Tax Planning
Branding & Marketing
My Services

I'm Available For Hire

Financial Planning

Set up comprehensive financial plans based on clients goals.

MS Office Suite

Skilled in word processing, spread sheet, presentation & database software.

Mutual Fund research

Analyze & pick the right funds based on goals and risk appetite of individuals.

Investment Analysis & Portfolio Management

Combine solid theory with practical application to manage money to derive maximum benefit.

Retirement & Tax Planning

Financial strategies that will enable confortable and secure retirement years.

Branding & Marketing

Strong verbal and written communication skill to negotiate relationship agreements with win-win scenario..
Achievements

Certificate

Education

2021

Certified Financial Planner CM

2020

Bachelor of Commerce

Specialised in Banking and Insurance
Sahrdaya College of Advanced Studies, Calicut University

2017

Commerce Group, Kerala State

Kanikkamatha English Medium Girls Higher Secondary School

2015

10th grade, CBSE

St.Ann's Senior Secondary School

Experiences

2021 - now

Financial Planner

Armstrong Capital and Financial Services Pvt. Ltd.

Projects

2019

The Perception of customers investing in Life Insurance

Have Question?

Contact Me Now

Email Us

mannacatherinem@gmail.com