Mrs. Uma Kumaravelan is Founder and Financial Mentor of Oak Tree Financial Planning, its located at Hiranandani Gardens, Powai, Mumbai, India. Oak Tree Financial Planning is committed to providing professional financial advice and custom financial and retirement plans for individuals and families. There are no minimum income or asset requirements and advice is offered for a fee on need basis.
Uma believes that individuals should be actively involved in the development of their financial plan. She carefully considers their future goals, concerns and incorporates their unique perspective into their plan. Also she offers an interactive session to explore various scenarios and to help to clarify issues and concerns. The end result is a unique and highly customized financial plan. Uma is an experienced financial service professional with over two decades of experience in the distribution of life, non-life insurance, mutual funds and fixed income products. She successfully passed the rigorous and comprehensive Certified Financial Planner examination in 2008 conducted by the Financial Planning Standards Board India and its member since then.
Uma believes that individuals should be actively involved in the development of their financial plan. She carefully considers their future goals, concerns and incorporates their unique perspective into their plan. Also she offers an interactive session to explore various scenarios and to help to clarify issues and concerns. The end result is a unique and highly customized financial plan. Uma is an experienced financial service professional with over two decades of experience in the distribution of life, non-life insurance, mutual funds and fixed income products. She successfully passed the rigorous and comprehensive Certified Financial Planner examination in 2008 conducted by the Financial Planning Standards Board India and its member since then.
