18/08/2021
Greetings from Wealth Plus Financial Solutions!
It is with great happiness and excitement that we announce the news of Mr. Jose Prakash T.S joining our group as part of the Senior Management Team. He shall assume the role of Managing Partner, JDI Wealth from 18th August 2021 onwards. Mr. Jose is a FPSB Certified Investment Consultant and brings with him 15 rich years of experience in the field of financial services. He has a proven background in the corporate world, working with leading global brands like HSBC Bank, HDFC Bank & Axis Bank and facilitating hundreds of individuals and corporates successfully managing their portfolio to enhance and safeguard their hard-earned wealth.
To facilitate this new addition to our Leadership Team, and to raise convenience standards for our customers, we are in the process of creating this new investment distribution services company – JDI Wealth (AMFI registered mutual fund distributor) under Wealth Plus Financial Services. Mr. Jose will be heading this new venture in his capacity as Managing Partner and will be operating out of our brand new office, which is slated to be opened on 18-August, 2021 at 9:30AM - located at 3rd Floor, CSI Building , Pulimood, MG Road, Trivandrum 01. We request your presence, prayers and blessings on this auspicious occasion.
Wealth Plus Financial Solutions shall continue to render financial planning and Investment advisory services and JDI Wealth shall provide mutual fund distribution services. As the investment markets are showing positive traction and momentum, the addition of our new distribution firm and senior Management expertise shall equip us to further enhance, enrich and safeguard our Client’s portfolios and offer you the best possible advisory on selection and purchase of financial products. We take this opportunity to once again thank you for the continued patronage and looking forward to being of assistance in future.
Mr. Jose will be available on;
Phone- 9995166032
Email- [email protected]
