Somasundaram Karthikeyan

Prime Financial Planners

Certified Financial Planner

Service Location

Coimbatore

Professional Licenses

FPSB

#IN150199

₹

Commission Based Financial Advisor

May be commission conflicts

This financial advisor operates on a commission basis, providing services at no direct upfront cost to you, but is compensated by product manufacturers, which may create an incentive to recommend products with higher payouts.

Contact Information

Address

129-G, First Floor, T.V.Samy Road(W), R.S.Puram, Coimbatore, Tamil Nadu - 641002

Website

https://www.primefinancials.co.in/index.html

Client Focus & Services

Best suited for

Individuals and families requiring comprehensive, holistic financial planning from certified professionals. Clients navigating major life transitions such as marriage, divorce, career changes, retirement, or inheritance who need integrated advice across all financial domains.

Problems solved

Comprehensive financial planning needs, retirement readiness assessment, education funding strategies, estate planning coordination, insurance optimization, tax planning, budget management, debt reduction strategies, goal prioritization, cash flow optimization.

What this advisor does NOT do

This advisor does not sell products with undisclosed commissions. They do not provide guaranteed returns or principal protection. They do not offer tax return preparation or legal document drafting. They do not provide speculative trading advice. Some products may involve commission-based compensation.

About Somasundaram Karthikeyan

With a firm foundation of knowledge and extensive experience in the financial services sector, Prime Financial Planners is dedicated to forging enduring relationships with its clients. Their mission is clear: to provide sound financial solutions that empower individuals to take control of their financial future. They achieve this by helping clients select a tailored combination of products and services that align with their unique requirements.

At Prime Financial Planners, the team holds itself to the highest standards of professionalism. They are committed to creating a robust environment where client advice is not only reactive but proactive, ensuring clients' financial well-being is consistently prioritized. Their core values center on unwavering dedication to ongoing education, competence, confidentiality, and integrity, all of which are at the heart of their operations.

Back to All Advisors