Basic Information
user profile

Lakshminarayanan R

A Chartered Accountant, a Certified Financial Planner (CFP), a Chartered Wealth Manager (CWM) and ACCA CertIFR (Certificate in Financial Reporting), with 7+ years of domain experience in Financial Planning and Wealth Management.

He is the director at Fourth Dimension Wealth Management Services (P) Ltd. and was the proprietor at Intelliplan Investment Advisors.

He is a Certified Professional on Derivatives by the Institute of Chartered Accountants of India (ICAI). He is also certified by National Institute of Securities Markets on Securities Operations and Risk Management, Equity Derivatives and many more. He is also a Guest Speaker at Christ University, Bangalore and The Institute of Chartered Accountants of India (ICAI), Pune Branch of Western Indian Regional Council on topics such as Prudent Financial Planning and Investment Avenues in the Indian Capital Market.
Teachings
NISM Series VII Securities Operations and Risk Management

NISM Series VII Securities Operations and Risk Management

NISM Series VIII Equity Derivatives

NISM Series VIII Equity Derivatives

NISM Series VA Mutual Fund Distributors

NISM Series VA Mutual Fund Distributors

NISM Series I Currency Derivatives

NISM Series I Currency Derivatives

Tally ERP 9 for Beginners

Tally ERP 9 for Beginners

Chartered Wealth Manager - Experience Pathway

Chartered Wealth Manager - Experience Pathway

Certificate in IFRS

Certificate in IFRS