Kannankara Wealthwise
Empowering Families,
Enriching Futures
Empowering Families,
Enriching Futures
Cash flow analysis is the basic activity in financial planning. We analyse client’s cash inflow and outflow or the income and expenditure. Cash flow analysis guides in setting the road map for empowering the client in achieving goals or objectives.
We figure out the optimum borrowing or liability scenario suiting the client’s profile. We advise the client for selecting the least cost liability option, and take mid-course corrections. This helps in keeping the liability always under your control.
Managing the eventualities in life, be it life or medical emergencies, is inevitable part of financial management. We equip our clients to manage these risks through tailor-made advices.
Retirement life has its own challenges. We help our clients in managing this crucial event in life. Safety, liquidity and return are of utmost importance while planning for retirement.
Life goals of the client can be both financial and non-financial. Goal planning helps in drawing long-term and short-term goals in simple and clear terms, and estimating them with the finance or cash required to achieve them.
Periodic review checks the progress towards achievement of the client’s Goals. This is more relevant now in the dynamic world that we live in.
Tax affects our effective income. Proper tax planning helps in maximising effective income.
The story of Kannankara Wealthwise began in 2007 with its founder Mr. Ratheesh Kannankara starting his financial career as an employee for a leading Indian stock-broking firm based out of Kerala. This exposed Mr. Ratheesh Kannankara to the world of stock-markets. He dealt with equities, commodities and currencies. He developed an interest towards the dynamics of psychological factors in action in the financial market.
Master of Commerce (M.Com) degree specializing in Finance.
CFP ,(Certified Financial Planner, MBA)-18 Year experience in Financial Industry.
Jaison T J has a postgraduate degree in Commerce and over 15 years of experience in financial industry.
MBA from IIM Kozhikode and Master of Technology from NIT Karnataka, boasting over 15 years of experience in both Technical and Financial Management.
B.Com ,CFP (certified financial planner)
