T Umadevi

Profile image

Location

Selangor - Petaling Jaya

Firm

Blueprint Planning Sdn. Bhd.

License number

eCMSRL/C1626/2022

Range of fee

from RM1,501 up to RM3,000

About T Umadevi

I am T Umadevi and I am passionate about helping clients achieve financial independence. My mission is to help my clients to achieve their wealth-building goals through holistic financial planning.

I began to grow my savings through investment in unit trust and the results were rewarding. Wanting to help others also grow their savings, I became a Licensed Financial Planner to assist others reach their financial and life goals.

With ten years of experience in the investment industry and completing the CFP CERT TM certification has helped me to enhance my skills in financial advisory. I help individuals analyze cash flow, net worth, risk management, and asset distribution.

Area of Expertise

Comprehensive Plan (covers all aspects of planning your personal finances and life goals), Health Care Planning (medical, surgical, dental, critical illness, disability, etc for individual / family), Child Tertiary Education Planning (securing your children's education), Retirement Planning (pre and post retirement planning, management of retirement fund), Estate Planning (timely wealth distribution), General Accumulation / Emergency Money (management of savings for other use)


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