Anand & Associates

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team

Karina Widdicombe

Karina Widdicombe

Client Service Manager

Krishna R. Kamath

Investment Specialist,

Paraplanner

Qualifications

  • • Bachelors in Accounting- Bangalore University, India • Institute of Chartered Accountants of India – Intermediate Level • Series-7 Independently managed order tickets on the floor of Bombay Stock

Roles & Responsibilities

  • Conduct comprehensive portfolio evaluation, provide insight on upcoming trends and make suitable recommendations ensuring balance of risk and reward in line with client risk tolerance and goals
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