KRANTHI PACHIPALA CFP - Life Insurance Agents
Member since Apr 27, 2023
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About Me
As an accomplished Certified Financial Planner (CFP) at StellarGrowth, I specialize in comprehensive Holistic Financial Planning. My expertise Iinclude meticulous Goal Planning, Family Cashflow Statement Analysis, and Networth Evaluation. Proficient in deploying effective tools for Risk Management, I craft personalized strategies for clients. My focus extends to intricate Retirement Planning, ensuring a secure financial future. Additionally, my adeptness lies in facilitating smooth Wealth Transfer to the next generation through meticulous Estate and Succession Planning. Committed to excellence, I am dedicated to providing tailored financial guidance, empowering clients at every stage of their financial journey. Let's collaboratively navigate the path to your financial aspirations
About Work Experience
As an accomplished Certified Financial Planner (CFP) at StellarGrowth, I specialize in comprehensive Holistic Financial Planning. My expertise Iinclude meticulous Goal Planning, Family Cashflow Statement Analysis, and Networth Evaluation. Proficient in deploying effective tools for Risk Management, I craft personalized strategies for clients. My focus extends to intricate Retirement Planning, ensuring a secure financial future. Additionally, my adeptness lies in facilitating smooth Wealth Transfer to the next generation through meticulous Estate and Succession Planning. Committed to excellence, I am dedicated to providing tailored financial guidance, empowering clients at every stage of their financial journey. Let's collaboratively navigate the path to your financial aspirations
Experience & Qualification
Qualification
CFP
Experience as an Advisor
15 Years
Total work Experience
2 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Certified Financial Planner (CFP)
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Housing Loans
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
KRANTHI PACHIPALA
Attapur,
Hyderguda,
Hyderabad,
Telangana, 500048
LICENSE
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Mutual Fund -
ARN No.
194850 - Validity -
14-01-2025
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