TR

Tara Rao

AMFI-registered Mutual Fund Distributor · ARN-600149
✓ Verified
Plain-spoken mutual fund planning for nris (gulf) across Pune.
📍 Pune · Nationwide (video)🗓️ 7 yrs practising🗣️ Kannada · Punjabi · Marathi👥 153+ clients🤝 WhatsApp · Video call · In-person
✓ Verified & registry-checked🔒 You're in control👍 Recommended, never paid placement

Background & experience

Independent Mutual Fund Distributor✓ verified
Self · IQ Commune verified
2021 – present
Senior Relationship Managerself-declared
HDFC AMC
2018 – 2021

Who Tara works best with

RetireesSmall business owners

Areas of focus

Children's educationGoal-based planning

What clients say

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Trust at a glance

153+
clients served
24
verified recommendations
4.3 yrs
avg relationship
✓ ARN-600149 active · no regulatory flags on record
“No regulatory flags” is the compliant stand-in for the 1-star reviews you'd scan elsewhere — a factual record check, not an open complaints board.

What clients say

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