Tarun Kakar
I help millennials build generational wealth using a mix of investment, insurance and smart risk management | If you’re 30+ and are overwhelmed with financial planning, DM me | Certified Financial Professional
- Role
- Co-founder at Secure Ezy
- Location
- Chandigarh, CH, IN
- LinkedIn followers
- 500 followers
About Tarun Kakar
Fixed deposits, stocks, mutual funds, bonds, ULIPS, provident funds, insurance etc.There’s a lot of noise out there.Making it virtually impossible for you to keep track of the best practices to build lifelong, generational wealth and live your dream life.So you probably invest based on tips received from friends, or your office colleagues, or what you see in the news-investments that are not based on fundamentals and isn’t specific to your situation.That\'s precisely the problem- an investment plan that\'s not tailormade for you will not yield the right returnsThat’s where I come in.Hi, I’m Tarun- a certified financial planner who has been helping people build generational wealth for more than 15 years nowWhat’s it like working with me?You’ll tell me your willingness and ability to take risk; and the amount of money that you can safely invest for now.Based on that, I’ll build your investment portfolio based on a simple philosophy- protecting your capital, minimizing expense ratios(nobody likes to pay more fees!), and creation long term wealth for you and your familyConvinced? Drop in a message and lets chat!Need some more convincing? Follow me here on LinkedIn- I post helpful stuff and actionable insights a few times every week
Experience
Co-founder
Jan 2024 — Present
Education
S.D. College, Barnala
High School., Art/Art Studies, General
1999
Financial Planning Standards Board, India
Certified Financial Planner
2010
Yale University
Financial Markets
2019 — 2019
Panjab University
Bachelor of Law - LLB
2002 — 2005
S.D. College, Barnala
Bachelor of Arts - BA
1999 — 2002
Skills
- Strategic Financial Planning
- Financial Analysis
- Investments
- Capital Markets
- Insurance
- Portfolio Management
- Relationship Management
- Mutual Funds
- Risk Management
- Investment Advisory
- Equities
- Wealth Management
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